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Microsoft Dynamics CRM (Archived)

Change delfault User settings when creating new users

Posted on by Microsoft Employee

Hi All,

A client of ours would like certain user setting to be updated.
This is easy done with XrmToolbox, but is it possible to change the default user settings so that every new created user will get these settings?

Also, the formatting is not possible to be changed in XrmToolbox, any experience on changing the format in bulk?

*This post is locked for comments

  • Suggested answer
    LMP Profile Picture
    LMP 676 on at
    RE: Change delfault User settings when creating new users

    Sorry to bump this old post, we had a similar requirements way back. Please check the link below. Thanks

    dynamicslmp.com/.../user-personal-settings-automatically-create-records-in-microsoft-dynamics-365

  • Loic Orue Profile Picture
    Loic Orue 925 on at
    RE: Change delfault User settings when creating new users

    Hello,

    Depending on the settings you wish to change, some could be modified by workflow triggered "On Create" of a User. Sadly this doesn't cover as many options as XRMTools:

    github.com/.../Set%20User%20Settings.md

  • Suggested answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: Change delfault User settings when creating new users

    Hi

    You can create separate application (console application) or PowerShell scripts to do so.

  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,265 on at
    RE: Change delfault User settings when creating new users

    You could write a plugin that does trigger on creation or update of the UserSettings entity and then you can set programmatically whatever you want:

    msdn.microsoft.com/.../gg328008.aspx

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