Customer Engagement & Dynamics CRM Forum

Permissions for Excel Online updates

  • 1.  Permissions for Excel Online updates

    Posted 30 days ago

    Hi. We're on D365 Online CE v9x unified interface.

    I'm trying to create a security role to allow some users to use Export to Excel > Open in Excel Online to make changes to records and save them.

    I've assigned all the permissions that appear to be required, but when attempting to save after amending in Excel Online, I get the following error:

    The specified action can be called only once.

    The specified action can be done only one time.

    Error code: 0x80040371Session Id: a6c296bc-6715-47ad-97d7-36c8b3e215b0Activity Id: a68840f7-0c82-4982-9e09-14f64b574755

    Can anyone advise which permissions I have missed?

    I've assigned the following:

    Customisations

    • Export customisations
    • Import Job

    Core Records

    • Data Import
    • Data Map
    • Import Source File
    • Web Wizard
    • Web Wizard Access Privilege
    • Wizard Page

    They already have the following:

    Business Management

    • Bulk Edit

    Customization

    • Read customizations
    • Read Entity
    • Read Field
    • Read Plug-in Assembly
    • Read Plug-in Type
    • Read Sdk Message
    • Read Sdk Message Processing Step
    • Read Sdk Message Processing Step image
    • Read Solution
    • Read View

    #CustomerEngagement
    #Admin
    #DataManagement

    ------------------------------
    Martin Fletcher
    Engineer
    Ordnance Survey
    Southampton
    ------------------------------


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