Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 general forum
Answered

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

Posted on by 75

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.

  • Tarjani_ec Profile Picture
    Tarjani_ec 75 on at
    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 Profile Picture
    Tarjani_ec 75 on at
    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!

  • Verified answer
    LuHao Profile Picture
    LuHao 40,844 on at
    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.

    pastedimage1588129719048v1.png

    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

    pastedimage1588129892351v2.png

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

    pastedimage1588130032614v3.png    pastedimage1588130055599v4.png

    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:

    pastedimage1588130075986v5.png    pastedimage1588130133425v6.png

    Find IsSendAsAllowed and select it to Yes.

    pastedimage1588130261878v8.png

    Save this flow.

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

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,986 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,588 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans