I have a user performing a data import into Dynamics CRM. The partial error on the import says the user does not have enough privileges to access the Dynamics CRM Object for 2 lookup columns. One of them the user imported. The importer can see both the lookup list values. Can someone explain the proper permissions required for the user performing the data import?
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1 Answers
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You mentioned they can see, ie Read privilege. Check Write privilege as well.
Most importantly, Lookup attribute import needs AppendTo & Append privileges in respective entities.
When you are importing EntityA having EntityB lookup, importing User should have a security role with AppendTo in EntityA & Append in EntityB privileges + appropriate (user/BU level) access levels
Verify the AppendTo & Append privileges of those entities.
I assume you already verified these mentioned privileges.
Update:
Seems like custom Power user role (probably created from scratch) is throwing problems. Always start with cloning OOB security roles like salesperson & fill out the needed privileges. This helps to carry the hidden privileges.
Avoid giving highest privilege like Sys.Admin which will give users more than what needed, for ex. Bulk delete button will appear in Delete ribbon flyout & once my user configured Bulk delete job assuming record deletion action.
Atleast remove it once the import job is done.
