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Microsoft Dynamics CRM (Archived)

Select whether other users can send email for you - Check box

Posted on by 104

In the personal options "Email tab", there is check box called "Allow other Microsoft Dynamics 365 CRM users to send email on your behalf".

I have an scenario whenever an user login to CRM for the first time, this check box should be enabled automatically. Please let me know the options for this.

Thanks

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  • Ash06 Profile Picture
    Ash06 104 on at
    RE: Select whether other users can send email for you - Check box

    Thanks Kirsten. We are preferring through code and solution is not preferred for this case.

  • Ash06 Profile Picture
    Ash06 104 on at
    RE: Select whether other users can send email for you - Check box

    Hello Alex,

    Thanks for your help. Can u please help with the entity name, message name and any sample code for this scenario, it will be helpful to proceed further.

    Thanks again,

    Ash

  • Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: Select whether other users can send email for you - Check box

    I agree with Alex. This is an other possible solution for your issue.

    The solution depends on your requirements and the situation at your customer. Is a solution preffered? Are some solutions excluded?

    Kind regards,

    Karsten

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Select whether other users can send email for you - Check box

    You might also write a custom worfklow activity/plugin to update user settings - you'd just need to set "issendasallowed" to true:

    msdn.microsoft.com/.../mt608113.aspx

    You probably can't do it on the first login, but, maybe, at some other times.. maybe when a security role is assigned to the user (Associate/disassociate messages for the plugin)

  • Suggested answer
    Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: Select whether other users can send email for you - Check box

    Hello Ash.

    You can use tools like the XRM-Toolbox to change the value for personal settings.

    It's the most common way.

    Kind regards,

    Karsten

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