Organizational Settings, also known as Org Settings, encompass a set of configurations that facilitate the management of environment settings in Dynamics. These settings play a vital role in optimizing the user experience and functionality of Dynamics. Let’s explore a few examples of these settings:
DisableNavTour: By overriding the navigation tour setting for the entire organization, you can permanently disable the welcome screen that users encounter when they log in to CRM for the first time.
AutoCreateContactOnPromote: This setting disables the automatic creation of contact records when an email message is tracked in CRM. It can also be individually disabled for each user from the user settings area.
To access the complete list of configuration options, refer to this link.
Now, let’s discuss the various methods to update these settings:
- Using XrmToolbox
- Utilizing a third-party solution called OrganizationSettingsEditor
In this blog post, we will focus on leveraging Power Automate to make changes to Org Settings, especially in scenarios where the environment is protected with external access or if you lack admin privileges.
To update the settings, we employ an HTTP request to the organization’s entity. It’s important to note that this table is not accessible through advanced find or other areas. To retrieve the Organization Id for patching, you can utilize the API, for example, https://{orgdomain}/api/data/v9.1/organizations. This API call will provide you with the necessary Organization Id. Employ the Invoke and HTTP request connectors with the following parameters to initiate the update process.
Method : PATCH
Url of the request : https://{orgdomain}/api/data/v9.1/organizations(Orgnaization Id)
Body of the request : {"orgdborgsettings":"<OrgSettings><DisableNavTour>true</DisableNavTour ></OrgSettings>"}
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