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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Setting Default Person...
Microsoft Dynamics CRM (Archived)

Setting Default Personal Settings

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Posted on by Community Member

Morning all,

Is it possible to set default personal options for all users in a deployment? Specifically I'm looking to change the default 'Track email messages' and 'Create records' fields.

I've found plenty of articles online regarding changing them for each person, and I'm aware of and use XrmToolBox for it's User Settings Utility. 

I've selected CRM online as the filter however I would be interested in answers for Dynamics 365 on-premise as well.

Thank you,

Shaun

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  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at
    RE: Setting Default Personal Settings

    Hi Shaun,

    Are you facing any issue ? You can use   XrmToolBox   User Settings Utility  for on-premise as well.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Setting Default Personal Settings

    I'm honestly not sure if it's still provided with the SDK/install on-prem with 365, but there's a tool called OrgDBOrgSettings which allows some bulk settings, for instance "sent mail tracking" and others. But as others have said, XrmToolBox should work for on-prem as well?

    The article says it support 2016 (and even Online(!)), so could be worth checking out although I have no recent experience with it myself: support.microsoft.com/.../orgdborgsettings-tool-for-microsoft-dynamics-crm

  • Community Member Profile Picture
    Community Member on at
    RE: Setting Default Personal Settings

    Sorry I realise I've potentially not been very clear here, I'm aware of XrmToolbox and it's great for settings the current personal settings. what I'm looking for however is a slightly more permanent solution so that when a new user is created they default to set values. Basically I want to change the system default for personal settings if that makes sense?

    I'll take a look at OrgDBOrgSettings as it's been a good while since I last used it.

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at
    RE: Setting Default Personal Settings

    I am working in on-premise and using XRMToolBox tool I can do all the stuffs without any issue .

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Setting Default Personal Settings

    Hi, I have not tested it but maybe you can write a plugin that triggers on create for systemusers.

    Check out these links what attribute are available for update => UserSettings Entity Reference, UserSettings EntityType

    Then you could use the User Settings Utility to change the settings for all current users, but the plugin should catch all users that get created onwards.

    //Note this hasn't been tested at all, just a starting theory
    private void GetSystemUsersSettings(IOrganizationService service, ITracingService tracing)
{
        //Change the columnset to fetch only the fields you need
    Entity userSettings = service.Retrieve("usersettings", new Guid("YourSystemUserGuid"), new ColumnSet(true));

    userSettings["autocreatecontactonpromote"] = 0;
    userSettings["incomingemailfilteringmethod"] = new OptionSetValue(1);
        service.Update(userSettings);
}

    Hope this can help you somehow


  • Community Member Profile Picture
    Community Member on at
    RE: Setting Default Personal Settings

    Thanks Jon, I hadn't realised user personal settings could be set in that manner, that's a great idea.

    It's a shame there's not more of an OOTB method for doing this.

  • Yash Trivedi CRM Profile Picture
    Yash Trivedi CRM 351 on at
    RE: Setting Default Personal Settings

    Hy Jon, the same way i have applied this code in my plugin on Create message(Post-Operation) of systemuser entity but iam getting error when creating user

    Exception Message: usersettings With Id = c8afd388-e471-eb11-a812-000d3a151567 Does Not Exist

    ErrorCode: -2147220891

    HexErrorCode: 0x80040265

    ErrorDetails:

                   ApiExceptionSourceKey: Plugin/SetUserPersonalSettings.SetUserPersonalSettings, SetUserPersonalSettings, Version=1.0.0.0, Culture=neutral, PublicKeyToken=fa59fef0d5af8bba

                   ApiStepKey: 0e33c685-dd70-eb11-a812-000d3a151567

                   ApiDepthKey: 1

                   ApiActivityIdKey: c27ac0bc-12ef-4b4e-9658-78cc26cec13a

                   ApiPluginSolutionNameKey: Active

                   ApiStepSolutionNameKey: Active

                   ApiExceptionCategory: ClientError

                   ApiExceptionMesageName: IsvAborted

                   ApiExceptionHttpStatusCode: 400

    HelpLink: go.microsoft.com/.../

    TraceText:

                   [SetUserPersonalSettings: SetUserPersonalSettings.SetUserPersonalSettings]

                   [0e33c685-dd70-eb11-a812-000d3a151567: SetUserPersonalSettings.SetUserPersonalSettings: Create of systemuser]

                                   flag 1Settings Updated on Create message c8afd388-e471-eb11-a812-000d3a151567

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