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CRM 4 - Set Personal Options RRS feed

  • Question

  • We have CRM 4.0 installed. We have a number of Personal Options that we would like to set on each workstation, (45 in total) Is there a easy way to copy these settings to each machine? Or maybe a GPO that we can use to set these options?

     

     

    Tuesday, December 21, 2010 8:46 PM

Answers

  • Hi Crc66,

    It's not recommended, but you can set up some properties (like Homepagearea, paginglimit and so on) by updating the table UserSettingBase.


    Julio
    Tuesday, December 21, 2010 9:14 PM

All replies

  • Hi Crc66,

    It's not recommended, but you can set up some properties (like Homepagearea, paginglimit and so on) by updating the table UserSettingBase.


    Julio
    Tuesday, December 21, 2010 9:14 PM
  • Uh.... a much better answer would be to write a plugin that adjusts these user settings in a SUPPORTED manner. It would look like this: (contact me for details)

    UserSettings setting = new UserSettings();
                                Guid userId = (Guid)postUserAttributes.Attributes["systemuserid"];
                                var baseCurrencyId = orgContext.OrganizationSet.FirstOrDefault().BaseCurrencyId.Id;
                                var baseCurrencyName = orgContext.OrganizationSet.FirstOrDefault().BaseCurrencyId.Name;
                                setting.PagingLimit = 100;
                                setting.IsSendAsAllowed = false;
                                setting.AdvancedFindStartupMode = 2;
                                setting.AutoCreateContactOnPromote = 1;
                                setting.HomepageArea = "SFA";
                                setting.HomepageLayout = null;
                                setting.HomepageSubarea = "nav_dashboards";
                                setting.TransactionCurrencyId = new EntityReference("transactioncurrency", baseCurrencyId);
                                setting.SystemUserId = userId;    // resp.UserId;
                                tracingService.Trace("UserSettingsPlugin: User settings successfully set.");
                                service.Update(setting);


    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful. Michael Mayo

    Wednesday, July 1, 2015 6:32 PM