Send on behalf of another user - default setting or bulk update

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Posted on by Tarjani_ec

Hi all,

We have a user/login that is used as the Owner of automations for workflows & flows, and often creates and sends an email on behalf of another user. So far the ability to 'send on behalf of' has been navigated through a user logging in and changing their personal settings, but I would like to know if there is a way to do a bulk update for this without having to have each user go and set this setting. It is also desired to have this set up for new users as well, so that we don't have to have new team members action this when they start.

If this is possible, would it be set through CRM or office.com admin site? The emails will send successfully when the settings are set in CRM, but when we tried to do this via office.com settings, it wasn't recognised in CRM.

Any feedback on how to move forward with this is welcome,

Thanks.

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Tarjani_ec 75 on at

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RE: Send on behalf of another user - default setting or bulk update

Hi Hao,

Thanks again for the details response. I was really happy to see it worked well.
Tarjani_ec 75 on at

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RE: Send on behalf of another user - default setting or bulk update

Hi Hao,

First of all - thank you for such a detailed answer, this looks fabulous!

I will leave the answer as unverified just yet, as I would like to test it out and come back here if I need to. But will be testing this out either tomorrow or Friday.

I'm looking forward to coming back with the outcome.

Thanks again!
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LuHao 40,872 on at

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RE: Send on behalf of another user - default setting or bulk update

Hi Tarjani,

1. Batch update their personal settings for existing users.

We will use XrmToolBox's "User Settings Utility" tool.

This is the download page of XrmToolBox: https://www.xrmtoolbox.com/

After downloading and unzipping it, open XrmToolBox.exe.

First connect to your D365 organization and log in with your account and password.

Then install the User Settings Utility in the tool library and open it.

Click Load Users and settings, Check all, select Allow emails on my behalf to Yes, finally Update Users Settings.

In this way, the personal settings of all users are updated.

2. Automatically update the personal settings of new users.

We will use Power Automate.

Log in to https://asia.flow.microsoft.com/, select the D365 environment.

Create a Power Automate with “Automation - Blank”

Add “When a record is created” card of the CDS connector and set the Entity Name as “Users”:

Add “Update a record” card of the CDS connector and set the Entity Name as “User Settings” (the second one) and Record identifier as “User” which is the User GUID:

Find IsSendAsAllowed and select it to Yes.

Save this flow.

In this way, the personal settings of the new users are also automatically updated.