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Update user personal settings Automatically easily when a new user gets added to Dynamics 365 Environments

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Hi Folks,

In the Dynamics 365 world, it’s all about efficiently handling the user requests. Whenever you add any user to the environment, the system will update the default personal settings for the user. Maybe you could have some processes in your system which is dependent on the user time zone. So, setting the time zone is very important. It is tedious to update the personal settings manually going to the user profile and updating it manually every time.

In case you want to do it for all users at one time during initial setup, you can follow my blog post Update Model Driven App Personal Settings from XrmToolBox.

OfCourse you XrmToolBox have a wonderful tool from which we will be able to set the User Personal Settings in bulk so that we can update to all the users in one go. What if we want to automate this process.i.e. whenever you add a new user to the Dynamics 365 environment, you want to set that person time zone automatically without any manual intervention.

There you go…this post is for you then…you can do it simply using Plugin or Power Automate. In this blog post, we will see how we can utilize the Plugin as it is more effective approach.

You need to write a Plugin on Associate Message.

Just use this piece of code to set Personal settings…


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Update the personal settings as per your needs in this request. You can find all the attributes of the user settings table by using Fetch Xml Builder easily.

Hope this helps someone.

Cheers,

PMDY

Author: Pavan Mani Deep Y

Technology geek who loves sharing my leanings, quick tips and new features on Dynamics 365 & related tools, technologies. An Azure IOT Enthusiast….

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