Where can I adjust the setting Automatic create contact when sending mail

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Posted on by HansHelsloot

Hi there,

As a new and still learning admin my first question ;-)

As an admin I want to be able to adjust the Email settings. Now the setting is configured in such a way that a recipient is automatically created as a contact when you send him an email from Dynamics, see image. I want to be able to manage that option not only for myself but for our entire organization, who can tell me where I can find that?

Thank you in advance, greetings Hans

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Leah Ju Microsoft Employee on at

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Hi Partner,

This is an option setting in Personal Settings and there is no option to enable it for organizations together.

But you can enable it for all users for their personal settings this tool of XrmToolBox

User Settings Utility--Manage users personal settings in bulk

https://www.xrmtoolbox.com/plugins/MsCrmTools.UserSettingsUtility/

Operation Steps:

1.Open the “User Settings Utility” plugin

2.Click the: load user roles, users and teams

3.Select the users you want to update

4.Select the specific setting that should be updated (e.g. records per page)

5.Click the Update User(s) Settings button

6.The plugin will know commit the update for the users

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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HansHelsloot 12 on at

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Hi Leah

Thank you in advance for trying to help me.
Thanks to your clear explanation and step-by-step plan, I was able to carry out the update. However, I get more errors than successes. As an example, I am adding an error line below, can you deduce from this why the update does not work for that person? To compare I also put the message about myself beneth.

Can you help me again? Allready my thanks in advance, greetings Hans

Error
2024-02-02 12:00:36.461 Error User Coen van Viegen was not updated. Error message: Principal user (Id=24b2cf90-ba2f-ee11-bdf4-6045bd8c5f15, type=8, roleCount=1, privilegeCount=0, accessMode='0 Read-Write', AADObjectId='181416a8-72d2-425e-8dad-d75495de2ceb', MetadataCachePrivilegesCount=11813, businessUnitId=b04a6b04-e67b-ea11-a813-000d3a3a1b5d), is missing prvReadUserSettings privilege (Id=8437fa7c-3681-4fc7-bfd8-53a23fdecd65) on OTC=150 for entity 'usersettings' (LocalizedName='Gebruikersinstellingen'). context.Caller=24b2cf90-ba2f-ee11-bdf4-6045bd8c5f15. Consider adding missed privilege to one of the principal (user/team) roles.

Succeed

2024-02-02 12:00:55.108 Info User Hans Helsloot updated successfully

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