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Deployment Tool for System Settings of MS CRM 2011 RRS feed

  • Question

  • Hi,

    has any body a tool for the supported export and import of system settings from one organisation to another?

    this would be very useful!

    regards
    Matthias

    Monday, June 4, 2012 1:36 PM

Answers

  • Correct - currency settings do not get exported here. It might have something to do with the user being able to customize their personal settings independently of the system settings. If a change is made at the server level it does not appear to automatically impact existing users if they have made a change to their individual settings unless they were to do a "Reset".

    Jason Lattimer

    Monday, June 4, 2012 5:13 PM
    Moderator

All replies

  • Depending on what exactly you are after, you could trying creating an empty solution and then exporting it and being sure to check the boxes on the second screen for the system settings.


    Jason Lattimer

    Monday, June 4, 2012 1:54 PM
    Moderator
  • Hi Jason,

    the export system settings exports 95% of the system settings. Unfortunatly it doesn't export customized formats (tab Format).

    Has any body for this a solution? Or an answer by MS this doesn't include in the export dialog?

      <OrganizationSettings>
        <general>
          <fullnameconventioncode>1</fullnameconventioncode>
          <numberformat>us</numberformat>
          <negativeformatcode>1</negativeformatcode>
          <currencysymbol>£</currencysymbol>
          <currencyformatcode>0</currencyformatcode>
          <pricingdecimalprecision>2</pricingdecimalprecision>
          <sharetopreviousowneronassign>False</sharetopreviousowneronassign>
          <blockedattachments>ade;adp;app;asa;ashx;asmx;asp;bas;bat;cdx;cer;chm;class;cmd;com;config;cpl;crt;csh;dll;exe;fxp;hlp;hta;htr;htw;ida;idc;idq;inf;ins;isp;its;js;jse;ksh;lnk;mad;maf;mag;mam;maq;mar;mas;mat;mau;mav;maw;mda;mdb;mde;mdt;mdw;mdz;msc;msh;msh1;msh1xml;msh2;msh2xml;mshxml;msi;msp;mst;ops;pcd;pif;prf;prg;printer;pst;reg;rem;scf;scr;sct;shb;shs;shtm;shtml;soap;stm;tmp;url;vb;vbe;vbs;vsmacros;vss;vst;vsw;ws;wsc;wsf;wsh</blockedattachments>
          <getstartedpanecontentenabled>False</getstartedpanecontentenabled>
          <ispresenceenabled>True</ispresenceenabled>
        </general>
        <calendar>
          <weekstartdaycode>1</weekstartdaycode>
          <calendartype>0</calendartype>
          <dateformatcode>3</dateformatcode>
          <dateseparator>-</dateseparator>
          <timeformatcode>0</timeformatcode>
          <showweeknumber>True</showweeknumber>
          <maxappointmentdurationdays>10</maxappointmentdurationdays>
        </calendar>
        <email>
          <trackingprefix>ATURB:;CRM:;</trackingprefix>
          <trackingtokenidbase>0</trackingtokenidbase>
          <trackingtokeniddigits>3</trackingtokeniddigits>
          <maximumtrackingnumber>999</maximumtrackingnumber>
          <ignoreinternalemail>False</ignoreinternalemail>
          <rendersecureiframeforemail>False</rendersecureiframeforemail>
          <allowunresolvedpartiesonemailsend>False</allowunresolvedpartiesonemailsend>
        </email>
        <marketing>
          <allowmarketingemailexecution>True</allowmarketingemailexecution>
          <allowautoresponsecreation>True</allowautoresponsecreation>
          <allowautounsubscribe>False</allowautounsubscribe>
          <allowautounsubscribeacknowledgement>False</allowautounsubscribeacknowledgement>
        </marketing>
        <customization>
          <isappmode>False</isappmode>
        </customization>
        <outlookSynchronization>
          <tagpollingperiod>600000</tagpollingperiod>
          <tagmaxaggressivecycles>0</tagmaxaggressivecycles>
          <allowoutlookscheduledsyncs>False</allowoutlookscheduledsyncs>
          <minoutlooksyncinterval>900000</minoutlooksyncinterval>
          <emailsendpollingperiod>600000</emailsendpollingperiod>
          <allowofflinescheduledsyncs>False</allowofflinescheduledsyncs>
          <minofflinesyncinterval>900000</minofflinesyncinterval>
          <allowaddressbooksyncs>False</allowaddressbooksyncs>
          <minaddressbooksyncinterval>3600000</minaddressbooksyncinterval>
        </outlookSynchronization>
        <autoNumbering>
          <campaignprefix>CMP</campaignprefix>
          <contractprefix>CNR</contractprefix>
          <caseprefix>CAS</caseprefix>
          <kbprefix>KBA</kbprefix>
          <orderprefix>ORD</orderprefix>
          <invoiceprefix>INV</invoiceprefix>
          <uniquespecifierlength>6</uniquespecifierlength>
        </autoNumbering>
      </OrganizationSettings>

    Monday, June 4, 2012 3:57 PM
  • Correct - currency settings do not get exported here. It might have something to do with the user being able to customize their personal settings independently of the system settings. If a change is made at the server level it does not appear to automatically impact existing users if they have made a change to their individual settings unless they were to do a "Reset".

    Jason Lattimer

    Monday, June 4, 2012 5:13 PM
    Moderator
  • Hi,

    probably you have right, but also the default settings should be deployable. Because for new users this setting is important

    Tuesday, June 5, 2012 5:28 AM
  • Tuesday, June 5, 2012 5:36 AM