Dynamics Community Forum Thread Details

To update user personal settings in Dynamics 365 you have 2 opinions.

A) Using Power Automate, you'll need a flow that uses the Microsoft Dataverse connector to update the usersettings entity. Here's how you can build the flow:

Power Automate Flow to Update User Personal Settings

Step 1: Trigger the Flow

Trigger: Use the Manually trigger a flow action.

Step 2: Fetch the User's Settings

Action: Use the Dataverse: List rows action.

Table name: usersettings.

If you need all the rows then just add a simple fetch XML where get all the users or active users only.

If you want specific rows then use filter rows: systemuserid eq 'GUID' (replace 'GUID' with the dynamic value from the trigger input).

This will retrieve the usersettings record for the users.

Step 3: Update the User's Personal Settings

Action: Use the Dataverse: Update a row action.

Table name: usersettings.

Row ID: Add the usersettingsid from Step 2.

Update fields for example as:

timezonecode: Enter the time zone code from the trigger input.

uilanguageid: Enter the language code from the trigger input.

Add other fields as required (e.g., date formats, number formats, etc.).

Step 4: Notify Success (Optional)

Action: Add a Send an email (V2) or Post a message in a Teams channel action to notify administrators of the update.

Example: Update Time Zone and Language Code

Below is an example setup for inputs:

1. Trigger Inputs:

User GUID = 00000000-0000-0000-0000-000000000000

Time Zone Code = 190 (e.g., Pacific Standard Time)

Language Code = 1033 (e.g., English - United States)

2. Filter Row Query:

systemuserid eq '00000000-0000-0000-0000-000000000000'

3. Update Fields:

timezonecode = 190

uilanguageid = 1033

Testing the Flow

1. Trigger the flow manually, providing the necessary inputs.

2. Check if the user's personal settings are updated in Dynamics 365.

B) Using Console.

Here’s a console app in C# that uses the Dataverse Web API to update a user's personal settings in Dynamics 365.

C# Console Application to Update User Personal Settings

Prerequisites

1. Dynamics 365 SDK: Install the Microsoft.PowerPlatform.Dataverse.Client NuGet package.

2. Application Registration: Ensure the app has the necessary permissions (e.g., UserSettings.ReadWrite.All) in Azure AD.

Code

using Microsoft.PowerPlatform.Dataverse.Client;

using Microsoft.Xrm.Sdk;

using System;

class Program

{

static void Main(string[] args)

{

// Connection string for Dynamics 365

string connectionString = "AuthType=OAuth;Url=https://your-org.crm.dynamics.com;ClientId=your-client-id;ClientSecret=your-client-secret;RedirectUri=http://localhost;";

// Initialize ServiceClient

using (ServiceClient service = new ServiceClient(connectionString))

{

if (!service.IsReady)

{

Console.WriteLine("Failed to connect to Dynamics 365. Check your connection details.");

return;

}

Console.WriteLine("Connected to Dynamics 365!");

// User inputs

Console.Write("Enter the User GUID: ");

string userId = Console.ReadLine();

Console.Write("Enter Time Zone Code (e.g., 190 for PST): ");

int timeZoneCode = int.Parse(Console.ReadLine());

Console.Write("Enter Language Code (e.g., 1033 for English - US): ");

int languageCode = int.Parse(Console.ReadLine());

try

{

// Retrieve the User Settings record

var query = new QueryExpression("usersettings")

{

ColumnSet = new ColumnSet("usersettingsid"),

Criteria = new FilterExpression

{

Conditions =

{

new ConditionExpression("systemuserid", ConditionOperator.Equal, Guid.Parse(userId))

}

};

EntityCollection results = service.RetrieveMultiple(query);

if (results.Entities.Count == 0)

{

Console.WriteLine("User settings not found for the specified User GUID.");

return;

}

Entity userSettings = results.Entities[0];

// Update the user settings

userSettings["timezonecode"] = timeZoneCode;

userSettings["uilanguageid"] = languageCode;

service.Update(userSettings);

Console.WriteLine("User settings updated successfully!");

}

catch (Exception ex)

{

Console.WriteLine($"Error: {ex.Message}");

}

Steps to Run

1. Replace your-org.crm.dynamics.com, your-client-id, and your-client-secret with your Dynamics 365 environment details.

2. Compile and run the console application.

3. Provide the User GUID, Time Zone Code, and Language Code when prompted.

Features

Flexible Input: You can specify the user and settings dynamically at runtime.

Error Handling: Ensures user settings exist before attempting updates.

Customizable: Extend the application to update additional fields as required.

How to push system format settings to all users?

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