I am new to Dynamics 365. I have a requirement to remove "Import from Excel" option for all user levels except 2 security groups. How can I achieve it? I have multiple security roles available out of which only 'Super User' and 'Admin' roles need to have 'Import from Excel' option.
If I am removing the 'Data Import' from 'Core Records' of each security roles, will that help? Or What all need to be changed in order to achieve this?
If I am changing the 'Data Import' from 'Core Records' tab in Security role, will the 'Import from Excel' be removed from all the entities as well as Data Management section for those users?
-----Updated---- This is the latest privilege Below privilege is not working in one environment but working on others. what could be reason for its not working in one environment?.
In the security roles you can set if a user is allowed to do data imports. The following privileges are relevant:
It's a bit of trial & error finding out what works for your requirement. Import privileges will work for all entities in the system. However, the user doing data imports still needs at least the Create and Read privileges for the specific entity.
As an alternative you could