20 July 2008

CRM 4.0 E-mail access type bulk setting tool

(Update: You can use CRM 4.0 Workflow to do it as well, it's up to you to choose which one you feel comfortable.)
Microsoft Dynamics CRM 4.0 doesn't provide a tool for CRM User's email access type bulk setting. So I write this application to helping CRM Administrators for this purpose. It takes me 2 hours work so don't expect too much, however it does work. ;-)

1. Launch the application, type in the following information:
CRM Server(the CRM discover server address): e.g http://localhost:5555
Organisation(the Organisation's name, not Friendly name): e.g AdventureWorksCycle
SQL Server: e.g localhost
Database: e.g Adventure_Works_Cycle_MSCRM
CRM User: e.g CRMAdmin
CRM User's Password

2. Click the 'Load' button, it will list all enabled CRM users whom belonging to this organisation with their email settings.

3. Select users your want to modify, then select Incoming E-mail and Outgoing E-mail setting from the picklist. If you don't want to change both of those, then just select blank in the picklist.

4. Click the 'Update' button, it will update user settings you selected.

Download it here: http://code.msdn.microsoft.com/crm

Enjoy it!

Jim Wang


Anonymous said...

It does provide you a tool, workflow.

Jim Wang said...

Yeap, you are right. :)

Roland said...

Great Job !!!

Is it possible to expand this for some other fields ( Timzone etc. ) ?

Thanks for reply

Benjamin LECOQ said...

Hi Jim,
Are you using the EmailDeliveryMethod class of the SDK to do this or do you do direct SQL Updates? Is the source code of your project available?
Kind regards

raj said...

I think tou are doing DB changes in “SystemUserBase” table.

Is there any other way or Web Service to do this, I thing modify the dB is not proper way to do.

Please let us know if any Web Service available for this issue.

Sarfaraj Sayyad.

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malcolm d said...

I am able to load the application and see all the Users settings but when I try and save a change I get an error message saying,

'The File '/mscrmservices/mscrmservices/2007/crmservice.asmx' does not exist'.

Can you advise further?

dancilhoney said...

email campaign software is being used by most of the top internet marketers and I am also using that.
What I meant is there are some other alternatives that also works.

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