Personal Settings Deployment

Pass the Personal Options of a User to Other Users

Personal Settings Deployment Personal Settings Deployment

Pass the Personal Options of a User to Other Users

Initial situation

During installation with multiple users, the configuration of personal user settings as well as local data groups is time consuming. 

Solution 

Define the personal settings and local data groups configuration (offline and Outlook filter) of a single user. Through to the AddOn, you can inherit the personal settings of this single source user, incl. local data groups configuration, in the profile of a selection of users or all users as target, by pressing a button. Then use the rights to define whether these personal initial settings may or may not be modified by the users.

Benefits 

The AddOn does not take care of the installation of the CRM client for you, but it saves you the time required for configuring the personal settings and local data groups for each user. Accelerate and simplify the deployment of CRM installations with a multitude of users:

    • Simplification of work for CRM administrators
    • Saving of time during the configuration of personal user settings and local data groups (offline and Outlook filter) per user
    • Simplification and acceleration of the deployment for a multitude of users.

    Function

    • Personal settings and local data groups of an individual user can be used as source user
    • Using AddOns, the personal settings of the source user incl. local data group configurations are passed down to a selection of user at the click of a button
    • The source user settings can be automatically stored when new users are created

      AddOn Settings: Source - Target Definition

      Additional Information

      No documents available

      Always the adapted AddOn version!

      The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

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      Prices

      AddOn PersonalSettingsDeployer
      Server license < 51 User 1900 CHF
      Server license < 101 User 2850 CHF
      Server license < 201 User 3800 CHF

      Annual Software Assurance is 18% of the license price

      In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

      Releases
      Version 7.1.0
      Date of publication 25.02.2015
      Language * DE / EN

      * Additional languages can be provided on request