If you need to give the ability for a Dynamics CRM user to Import Data, you can just create a security role with access to the next entities:
Data Import
Data Map
Import Source File
Note: I have notice you will need, at least, Delete right – user level on the Data Import entity (it doesn’t make sense if you just want to allow the import, but this is what I found; it could be a bug). Otherwise the IMPORT DATA button won’t appear. See the same in the next screenshot:
See below an screenshot with the configuration described above.
Software Engineer specialised on Microsoft Technologies with experience in large projects for different industrial sectors as developer, consultant and architect.
I enjoy designing and developing software applications, it is my job and one of my hobbies. I’m interested in design patterns, new technologies and best practices. Making those part of the ALM process is a great challenge.
Since 2008, I have been working with Microsoft Dynamics 365 (CRM back then), the Power Platform and Azure. I customise and extend the platform to provide tailored solutions and integrations based on service-oriented architectures and messages queuing.
Motivated by community events and contributor in blogs, technical books, open source projects and forums, I was awarded Microsoft Business Applications Most Valuable Professional (MVP) for 7 years.
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3 thoughts on “Role to JUST Import Data into Dynamics CRM”
This was an absolute lifesaver for us today! Thanks!
@ramontebar 👨💻 
This was an absolute lifesaver for us today! Thanks!
Thank you, Ramon, I found this today and it really helped! 🙂 I hope you’re doing well!
Glad to know it helped! All good around here, hope you are fine too 😀