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Default Tracking Option

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Posted on by 185

Hi,

We would like to set the default tracking option to 'No email messages' for all users.

We know that this can be done per individual user from the personalization settings (image below), however, we would like to apply this setting by default for all users from admin.

pastedimage1605003714859v1.png

Can this be done please?

Thanks

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  • Suggested answer
    Community Member Profile Picture
    Community Member UG Leader on at
    RE: Default Tracking Option

    Hi Partner,

    Has the problem been solved? Any updates?

    Please click Yes under "Did this answer your question?" to close this thread.

    pastedimage1605172408914v1.png

    Thanks. 

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Verified answer
    Community Member Profile Picture
    Community Member UG Leader on at
    RE: Default Tracking Option

    Hi kelly1,

    The ‘System Settings’ can’t achieve the same result, you need do it with the help of ‘User Settings Utility’(https://www.xrmtoolbox.com/plugins/MsCrmTools.UserSettingsUtility/ )  XrmToolBox, which can Bulk Update User Settings.

    1.Go to http://www.xrmtoolbox.com/ to download XrmToolBox.

    2.Connect it to Dynamics CRM365.

    Insert organization url and passward, you can connect successfully.

    pastedimage1605063150825v1.png

    3.Go library to install User Settings Utility.

    pastedimage1605063246855v4.png

    4.Go Tools tab to select and open ‘User Settings Utility’ plugin.

    (1) Click the: load user roles, users and teams.

    (2) Select the users you want to update.

    (3) Select the specific setting that should be updated.

    (4) Click the Update User(s) Settings button.

    pastedimage1605063200965v3.png

    5.Test.

    When one user ‘Alan Ateiner’ login d365 and access personalization Settings, the default tracking option has set to 'No email messages'.

    pastedimage1605063454500v5.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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