Update your Model Driven App User personal settings in an easier way – Quick Tip

Hi Folks,

Did u ever been asked in your project to update the User Personal Settings….possibly you could have resorted to User Settings Utility in XrmToolBox…may be you could have updated the settings manually for each user in list provided to you…

Do you know you could update them in bulk at one shot in a much easier way, so you don’t need to update it manually one by one. I could see many blog posts talking about updating through this tool, but this was missed in those.

Scenario:

You have newly added users to your Azure Active Directory, now you need to set up the user personal settings for them so see proper time zone in Dynamics.

There were two ways:

1. Use a view
2. Choose users from FXB(Fetch XML Builder)

The first approach is easiest of course…

For this, lets create a view Users with Security in user entity as below…you know that you could only update settings for those who were having security role.

Mainly the user need prvReadUserSettings privilege to update the personal settings, the tool doesn’t allow if not.

Once you have connected to the environment, click on Load Users and settings. Now just select the view which have created before…upon selecting the tool will list down all the active users satisfying the view criteria.

All you need is to click on Check all and there by selecting all the users satisfying your filter criteria, change the settings as per your needs on the right-hand side of the tool and click on Update User(s) Settings in one go.

Here I have 3 users in the view, all were updated in one shot…

Isn’t it easy, this trick will save you a lot of time if your user list grows…

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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