Data Import Security Role for Dynamics CRM

Recently, someone asked on one of the community forum that what all privileges should be given to allow Data Import to Dynamics CRM. I responded but thought that it would be helpful if I write in one of the blog so that it benefits others as well.

If we think of import process to CRM, it works as below:

1. Source file gets uploaded.
2. It will prompt for data mapping.
3. Data Map record gets created and you can start seeing the status for the file being imported under Settings-->Import.
4. Data gets imported and records created.

So broadly if someone want to import the records, he definitely should have Create, Read and Write permission on the entity, he wants to import. Along with that he should have privileges on following entities:

Entity	Security Role Tab	Privilege
Import Source File	Core Records	User Level  Create, Read, Write, Delete, Append, Append To
Data Import	Core Records	User Level  Create, Read, Write, Delete, Append, Append To
Data Map	Core Records	User Level  Create, Read, Write, Delete, Append, Append To