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Microsoft Dynamics 365 | Integration, Dataverse...
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Set/review personal settings for another user

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I'm working on some documentation for some of our Dynamics admins and was wondering if there's a way for them to check on/do some things themselves without involving IT (or rather, me specifically). They do not have PowerShell training/capability, so I'm looking for something within Dynamics 365 itself.

We have a number of accounts used in Dynamics for some workflows, and one of the troubleshooting steps is to make sure that a mailbox is set to allow other Dynamics 365 users to send mail on its behalf (and possibly even enable that if it isn't).
Currently I can only see how to do this by logging in as that user and going to Settings -> Personalization Settings. 

The problem with this is that these accounts are locked down with MFA, so the Dynamics users whom I want to be able to check this don't have access to log into Dynamics with that account.

Is there a way to at least view this setting for another user as a Dynamics admin? That way I can document where to check for it, and if it isn't enabled (and it's deemed necessary) I or someone on my team can log in and enable it for them. Bonus points if they can enable it themselves as needed, though I'm perfectly happy making them put in a ticket to turn it on.

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  • Verified answer
    Jimmy Passeti Profile Picture
    604 Most Valuable Professional on at
    Set/review personal settings for another user
    Hello,
     
    There is a tool that we can use to help with that.
    It is the Home  Â· XrmToolBox, download it and then use the pluguin User Security Manager  Â· XrmToolBox.
     
    It´s really simple to use it, but if you have any problems let us now.
    Regards,
    Jimmy Passeti | Microsoft MVP
    ✅ Please mark as Verified if this answered your question!
  • Verified answer
    Amit Katariya007 Profile Picture
    10,409 Super User 2025 Season 2 on at
    Set/review personal settings for another user
    You will have to set this options in User Settings entity.
     
    For this you can use User setting utility from XRMTOOLBOX.
  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Super User 2025 Season 2 on at
    Set/review personal settings for another user
    If you don't have XRMToolbox access then you can follow below thread where I have explained about another ways I.e. Power automated flow and a console application.
     

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