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Dynamics 365 Customer Engagement (CRM) · Feb 17, 2021 · 1 MIN READ

Removing Import from Excel in Dynamics 365

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:

 

Carl de Souza
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Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert

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Carl de Souza
KEEP LEARNING. KEEP BUILDING.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.