Removing Import from Excel in Dynamics 365

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The Import from Excel feature allows users to import data into Dynamics 365. In some cases, you may want to disable this.

To remove the Import from Excel feature, go to the security role, then under Core Records find Data Import. Uncheck the permissions:

Now, when the user tries to import, they have no option:

 

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ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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