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Microsoft Dynamics CRM provides the OrgDBOrgSettings tool that gives administrators the ability to implement specific updates that were previously reserved for registry implementations. This article discusses the steps to extract the tool and update the settings. The tool is updated with each Update Rollup release, and can be downloaded from the Microsoft Download Center.
The latest Update Rollup information and links to the Microsoft Download Center can be found in the following Microsoft website:. Microsoft Dynamics CRM updates and hotfixes. Also you need to match the version of the tool provided within the rollup you have installed. Update the URLs to relate to your environment see the samples for Online or OnPremise configuration file in the more information section and save the changes. You can use the following syntax to either retrieve or update the current settings: To update Microsoft.
The options available to be retrieved or updated are as follows: NoteExpand this table to see the Maximum and Minimum supported versions for each setting. Maximum supported versions ending in represents the latest available update for that version.
Enables an additional refresh of workflows that contain wait conditions and that may have to be resumed. This is required to be enabled to enable a fix that was originally released as a Critical On Demand hotfix, and was publically released starting with Update Rollup When events in a Wait Until condition are met, the condition is not triggered as documented in KB Controls the default value of the Record Closed Campaign Response option.
When you convert an activity to an opportunity, this default option controls whether the source campaign is set or not. False- Record Closed Campaign Response checked and source campaign will be set.
True - Record Closed Campaign Response not checked and source campaign is not set. Enables the assignment of a security role for user accounts with a disabled status. This allows for scenarios where stub users can be created and assigned a different security role. False - By default, a security role cannot be assigned to users with disabled status. This is shipped by default. True - Allows security role to be assigned to users with disabled status.
Default value is set to false to preserve existing behavior. If the setting is True: if unconditional privilege checks are enabled or if the caller has prvDeleteTraceLog then allow the user to delete the trace log entries. Disables the ability of the organization to create contact records automatically when an email message is tracked in CRM. This option can also be disabled from the user settings area for each user.
False - Disables the automatic creation of contacts. True - Enables the automatic creation of contacts. For more information, see Automatically track sent folder items with server-side synchronization.
Note : Prior to version 9. Limits the BUid's parameterized in the query and will fall back to using a subquery to avoid having too man sql parameters.
Changes double quotation marks to single quotation marks within KB articles when the article is viewed. Enables a user not to automatically track replies and forwarded email messages. Set this to "True" to disable tracking replies and forwarded email messages. Disables the sending of customer experience feedback for the organization. False - Enables the sending of experience feedback.
True - Disables the sending of experience feedback. When it is enabled, the system will create a queue item for each queue recipient during incoming email processing. If AutoRouteToOwnerQueue is enabled, the system additionally creates a queue item in the email owner's default queue. When tracking an email into Dynamics, create a queue item for the queue which is synchronizing the email message this will affect queue item creation for mailboxes in the BCC line or contained in a distribution list.
With a default value 0: CRM will use 8. Some printers may reject printed reports if the height is any less than the height of the paper loaded in the tray, this setting will override the height used. Setting DisableClientUpdateNotification to true will disable the outlook client from checking for newer versions.
If you want pages to render in the most recent version of Internet Explorer set this to True. If you have form scripts or other customizations that require earlier versions of Internet Explorer this should be set to False.
Changing this to "True" will disable implicit sharing of records to recipients that are added to existing activities. When you perform a mail merge, inactive records are not included. This option lets you override that functionality. False - Inactive records will not be included in the mail merge. True - Inactive records will be included in the mail merge. When this value is set to "True," users can still pin the views. However, the query is sent to the CRM Server to retrieve the results instead of to the local cache to prevent performance issues.
Note This value is not valid with CRM Override the navigation tour setting for the entire Organization this allows you to permanently disable the welcome screen shown to users when they first login to CRM. If this is set to false, a user will be shown the navigation tour every time their browser cookies expire or are cleared and when they login to CRM from an unkown browser like on a shared PC or different computer.
Disables the smart matching functionality and relies on the tracking token on the incoming e-mails for email tracking. False - Enables smart matching. True - Disables smart matching. Server-Side synchronization needs a mechanism to distinguish between Logical and Physical deletes of entities in CRM False : No distinction between physical and logical deletes for exchange sync delete scenario True : Physical and logical deletes will be distinguished for exchange sync delete scenario.
When the setting is enabled, the No Email Messages option is displayed in the user's or queue's incoming email filtering method options. This new email message will have an In-Reply-To header pointing back to email message A. Based solely on this information, Server-Side Sync would consider email message B as a reply to email message A, even though it's a forwarded email. To tell replies apart from forwarded messages, we can look at the recipients of email B.
If the sender of email A is a recipient of email B, then we can say it's a reply. Otherwise, it's a forwarded email. Smart matching and tracking token correlation will continue to function and have priority over this setting as their purpose is to correlate emails based on other data recipients, subject words, tracking token in subject. For this reason we recommend disabling smart matching OFF by default and tracking token as they could interfere with this setting in certain cases.
Version 5. If you disable the "Track email sent between CRM users as two activities" setting, email messages from a CRM user to a queue are not delivered. Additionally, if a workflow rule sends an email message to a queue, email messages that are sent by the workflow rule are not delivered. False - Internal email messages to queues will not be delivered. True - Internal email messages to queues will be delivered. False: Default behavior Use the primary account and retrieve the primary contact, if the account is null it will leave the contact field in the email template null.
Bitmask to Enable various activities feature in UCI; 1 to enable, 0 to disable preserve existing behavior. Setting value to True will enable a new dashboard accessible by users and administrators called Server-Side Synchronization Failures.
Information is provided for the reason items are not synchronized. Default value is set to False to preserve the existing behavior. The number of days for which the ExchangeSyncIdMappings are to be persisted for failed emails.
It is not recommended to increase this value higher than 7 days as it can lead to the table growing very large. The number of days to temporarily store Excel exported Office Document Records. Must be at least 2. All RetrieveAllEntities requests will ignore the AsIfPublished flag so that it always retrieves the published metadata from cache.
This allows an organization to remove certain characters from a fulltext search string. The characters are separated by ToCharArray. When two records owned by the same team are merged, the final record is shared with the owner of the record it was merged from. This creates redundant POA records, as a result, if the owner of the record is changed in the future it will be visible to team members of the previously owning team.
To do this, set to false. To turn this setting off, this must be set to false. Records are shared with inherited access to subordinate owners during merge. This will not occur when set to false. Default value is false, if it's set to True: do not show the following track options in Personal Options Email : 'All email messages', 'Email messages from D Leads', 'Contacts and Accounts', 'Email messages from D records that are email enabled'.
Changing this setting to 0 will allow users to see the upgrade solution option in solution import wizard when importing solutions with higher version than previously imported. This setting has a default of 1 which hides the option to perform a stage for upgrade. True — "All email messages" option is not shown in the dropdown. If a user already has "All email messages" selected, their synchronization option is not updated in DB.
Administrators will need to update this value via SDK. Disables the Azure AD Group team functionality of the organization in an event that there is a performance related issue.
The Azure AD Group team feature is shipped enabled by default. False - Disable Azure AD Group Team and members of group teams are required to have their own security role assigned to them directly.
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