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Microsoft Dynamics CRM (Archived)

Bulk User Settings Adjustments

Posted on by Microsoft Employee

Hello everyone! I have a question about adjusting settings for all of our users in the system. 

I'm looking to be able to adjust certain email settings for all current users and apply those settings to new users as well. There are certain small things that I don't want to tell everyone to change and would be much easier to have their permissions coming into place how we want them and then allowing them to adjust from there. 

EXAMPLE: Under the email permission settings all of our new users have the 'Automatically create records in Microsoft Dynamics 365' box checked. I would like for all existing users and by extension all new users to not have that box checked when they enter our system. How can I accomplish this, and other adjustments like it?

Thanks in advance! 

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  • Suggested answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: Bulk User Settings Adjustments

    Hi,

    I agreed with Ravi , you can download the XrmToolBox and update user settings . Here is some help reference

    dynamicscrmcoe.com/user-settings-utility

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Bulk User Settings Adjustments

    Hi,

    There is a tool in XRMToolbox to update user setting. You could try that.

    https://www.xrmtoolbox.com/

    www.cobalt.net/.../bulk-edit-user-settings-user-roles-using-xrmtoolbox

    dynamicscrmcoe.com/user-settings-utility

    Hope this helps.

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