OrgDBOrgSettings tool for Microsoft Dynamics CRM (2022)

ActivateAdditionalRefreshOfWorkflowConditions

False

Boolean

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 13. When events in a Wait Until condition are met, the condition is not triggered as documented in KB2918320.

5.0.9690.3445

5.0.9690.3731

ActivityConvertDlgCampaignUnchecked

True

Boolean

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.

5.0.9690.2720

N/A

ActivityRollupChildRecordLimit

50000

Number

Limit the number of total aggregated activities to rollup in the Actvity Rollup Default:50,000.

Used with: VisibleRecordThreshholdSwitchToMultiplelineTVF and TotalRecordThreshholdSwitchToMultiplelineTVF

9.1.0.8031

N/A

AddressBookMaterializedViewsEnabled

True

Boolean

Changes the way the CRM Client queries SQL CE

5.0.9690.2903

N/A

AllowParamsNoEquals

False

Boolean

True to enable, False to disable(preserve existing behavior).

True will to skip the = in the query URI for empty string parameters

9.1.0.5420

N/A

AllowPromoteDuplicates

false

Boolean

False= Does not allow for the promotion of duplicate records. True= Allows for the promotion of duplicate records. This setting is NOT SUPPORTED IN CRM2013 as of build 809

5.0.9690.3731

6.0.1.61

N/A

N/A

allowRoleAssignmentOnDisabledUsers

False

Boolean

Enables the assignment of a security role for user accountswith a disabled status. This allows for scenarios wherestub users can be created and assigned a different security role. This is needed whena stub/disabled user accountneeds to own records, especially whenthese records are from custom entities where custom security roles are required.

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.

9.1.0.5610

N/A

AllowSaveAsDraftAppointment

False

Boolean

Setting value to true will provide the capability to create appointments in Dynamics 365 as “draft” without synchronizing with Exchange. Appointment form will have a “Save as Draft” command and a “Send” command, so that you can save, add details and update an appointment activity without synchronizing to Exchange. Default value is set to false to preserve existing behavior.

9.0.2.2275

N/A

AlwaysCheckTraceLogDeletePrivilege

False

Boolean

Note: TraceLog is used to log ServerSide Sync messages (not plugin logs).

False: Only allow the user to delete if they are the *owner* of the regarding object.

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.

9.1.0.8031

N/A

AuditRetentionPeriod

30

Number

-1 is forever, otherwise the value should be 30 days or greater.

All audit records that fall beyond the maximum retention will eventually be deleted.

9.1.0.1639

N/A

AutoCreateContactOnPromote

True

Boolean

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.

5.0.9688.583

N/A

AutoTrackSentFolderItems

False

Boolean

Setting value to True will result in Server Side Sync auto tracking of emails from Sent Items. For more information, see Automatically track sent folder items with server-side synchronization.

Default value is set to False to preserve the existing behavior.

Note: Prior to version 9.1.0000.20463, this setting is only applied if the mailbox was configured to track "All Email Messages".

8.2.2.0840

N/A

BackgroundSendBatchSize

10

Int

Sets the number of email messages to download in one batch for the BackgroundSend API.

5.0.9690.583

N/A

BPFInstanceDaysModifiedForOfflineSync

365

Number

Control the last x days of BPF Instances to sync during offline sync.

9.1.0.8031

N/A

BUIdsCountBeforeUsingSubqueryForPostsSecurity

500

Number

Limits the BUid's parameterized in the query and will fall back to using a subquery to avoid having too man sql parameters.

9.1.0.1459

N/A

CanCreateApplicationStubUser

False

Boolean

Allow the creation of application stub user.

9.1.0.5808

N/A

ChangeDoubleQuoteToSingleQuote

False

Boolean

Changes double quotation marks to single quotation marks within KB articles when the article is viewed.

5.0.9690.3541

N/A

CleanInheritedAccessWhenReparentOrShareCascadingNone

False

Boolean

Clean out all inherited access when reparenting or after cascade sharing is set to none.

9.1.0.16843

N/A

ClearSystemUserPrincipalsWhenDisable

True

Boolean

Clear and/or populates SystemUserPrincipals values for systemUsers when they're disabled/enabled

6.1.1.123

N/A

ClientDisableTrackingForReplyForwardEmails

False

Boolean

Enables a user not to automatically track replies and forwarded email messages. Set this to"True" to disable tracking replies and forwarded email messages.

NOTE: This setting only applies to Dynamics 365 for Outlook (not Dynamics 365 App for Outlook).

5.0.9690.2903

N/A

ClientUEIPDisabled

False

Boolean

Disables the sending of customer experience feedback for the organization. This option can also be disabled from the user settings area for each user.

False - Enables the sending of experience feedback.

True - Disables the sending of experience feedback.

5.0.9688.583

N/A

CreateQueueItemsForAcceptingQueueRecipients

True

Boolean

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.

9.1.0000.23475

N/A

CreateQueueItemForSynchronizingMailbox

True

Boolean

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.)

9.1.0.16819

N/A

CreateSPFoldersUsingNameandGuid

True

Boolean

True: creates SharePoint folders using the format of {Name}+{GUID}.- false: Creates SharePoint folders using just the name

6.0.0.809

N/A

DefaultHeightForWizardReports

8.25

Double

With a default value 0: CRM will use 8.25 inches (A4), any other double value will override the default of 8.25. 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

5.0.9690.3541

N/A

DelegateAccessEnabled

False

Boolean

Org setting to enable Delegate Access.

9.1.0.0839

N/A

DisableClientUpdateNotification

False

Boolean

Setting DisableClientUpdateNotification to true will disable the outlook client from checking for newer versions

7.0.0000.3027

(Video) Connect SQL with Dynamics 365 CRM Online - Setup OrgDBOrgSettingsTool

N/A

DisableIECompatMode

False

Boolean

Changes the server-side, automatic, IE Compatibility Mode Flag for Internet Explorer browsers. 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. This is also controlled via Settings | Administration | System Settings | Customization

5.0.9690.3233

N/A

DisableImplicitSharingOfCommunicationActivities

False

Boolean

Changing this to "True" will disable implicit sharing of records to recipients that are added to existing activities.

5.0.9690.2903

N/A

DisableInactiveRecordFilterForMailMerge

False

Boolean

When you perform a mail merge, inactive records are not included. This option lets youoverride that functionality.

False - Inactive records will not be included in the mail merge.

True- Inactive records will be included in the mail merge.

5.0.9688.583

N/A

DisableLookupMruOnOutlookOffline

False

Boolean

LookupMRUItems in UserEntityUISettings can cause a large data volume when going online, setting this to true will stop MRU's from syncing back ONLINE

6.1.0002.0106

N/A

DisableMapiCaching

False

Boolean

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 2013.

5.0.9690.2903

N/A

DisableNavTour

False

Boolean

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).

Note This value is not valid with CRM 2013.

7.1.2.1020
8.1.1.915

N/A

DisableSharePointConnectionKeepAlive

False

Boolean

"<b>Use With Caution</b>:Disables the Sharepoint Sync connection KeepAlive property - this should only be used with specific guidance when using an OnPrem Sharepoint URL with Sharepoint Sync and when the onprem sharepoint server has too small of a TLS KeepAlive time configured on their Sharepoint IIS server or NLB

9.1.0.2859

N/A

DisableSmartMatching

False

Boolean

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.

5.0.9688.583

N/A

DistinctPhysicalAndLogicalDeletesForExchangeSync

False

Boolean

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

8.2.2.0840

N/A

DoNotAutoTrackEmail

True

Boolean

When the setting is enabled, the No Email Messages option is displayed in the user's or queue's incoming email filtering method options.

9.1.0.8202

N/A

DoNotCorrelateForwardedEmailsAsReplies

False

Boolean

If this setting is set to TRUE, Server-Side Sync will not consider forwarded emails as replies. If the value is FALSE, Server-Side Sync will consider forwarded emails as replies

Example scenario: A Dynamics user received an email A with message ID <msg-A>. The user decides to forward this email to another user, thus generating a new email B with message ID <msg-B>. 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. This OrgDbOrgSettings setting enables this additional comparison for the In-Reply-To correlation criteria.

NOTE: This setting disables conversationIndex correlation as conversationIndex is incompatible with the feature. 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.

9.2.21035.00195

N/A

DoNotIgnoreInternalEmailToQueues

Version 5.0.9690.1533 to 8.2.2.1300: False

Version 8.2.2.1309 and higher: True

Boolean

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.

5.0.9690.1533

N/A

DupeDetectionSkipIfNoMatchCodeFieldsChanged

False

Boolean

Skip duplicate detection record updates if none of the relevant/included match code fields change.

9.1.0000.10537

N/A

EmailEditorSkipNewLineInIE

False

Boolean

Resolution to address the p tag issue in IE

9.1.0.2859

N/A

EmailTemplateRetrieveFallbackContact

False

Boolean

Scenario: Opportunity/case which refer to a customerId of type account and do that account does not have a primary contact specified.

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.

True: Fall back to using the Opportunity or Case primaryContactId if the account reference is null.

9.1.0.14145

N/A

EnableActivitiesFeatures

Number

Bitmask to Enable various activities feature in UCI; 1 to enable, 0 to disable(preserve existing behavior

9.1.0.1639

N/A

EnableActivitiesTimeLinePerfImprovement

Number

1 to enable, 0 to disable(preserve existing behavior)

9.1.0.1639

N/A

EnableAppointmentBroadcastingForOutlookSync

Number

Setting for Appointment broadcasting for Outlook Synchronization

7.0.1.121

N/A

EnableBulkReparent

True

Boolean

Disables and reparents using a one record at a time approach

6.0.0.809

N/A

EnableCrmStatecodeOnOutlookCategory

True

Boolean

Enables Statecode data on contact sync

6.1.0.581

N/A

EnableLicenseEnforcement

False

Boolean

nline only setting to enable license enforcing for organizations/environments created before 4/1/2020 for customer testing purposes.

9.1.0.16843

N/A

EnableQuickFindOptimization

1

Int

For more information, see the"Optimizing the Performance of Quick Find Queries"section in the Optimizing and Maintaining the Performance of a Dynamics CRM 2011 Server Infrastructure.

5.0.9690.2720

N/A

EnableRetrieveMultipleOptimization

Int

For more information, see the"Optimizing the Performance of Queries against Large Datasets section" in theOptimizing and Maintaining the Performance of a Dynamics CRM 2011 Server Infrastructure.

5.0.9690.1533

N/A

EnableReLinkingToExistingCRMRecord

Int

Enables a user to re-track contact records.

5.0.9690.3445

N/A

EnableSssItemLevelMonitoring

False

Boolean

Setting value to True will enable a new dashboard accessible by users and administrators called Server-Side Synchronization Failures. This dashboard allows the owner of a mailbox to have information about all non-synched incoming/outgoing emails and also appointment, contact, and task (ACT) items. Information is provided for the reason items are not synchronized. Default value is set to False to preserve the existing behavior. You can use the ExchangeSyncIdMappingPersistenceTimeInDays setting to control how long the data for failed emails is retained.

8.2.2.1661

N/A

EnableTDSEndpoint

False

Boolean

Enable a SQL TDS Endpoint for your CDS Environment - NOTE: your region will also have to support TDS endpoints, the regions with support for TDS may vary (as documented in the docs url provided here: https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/cds-sql-query)

9.1.0.17162

N/A

EnableViewSelectorForEmailTemplatesInPersonalOptionsDialog

False

Boolean

Setting to true Enables the View Selector For EmailTemplates in the personalOptions Dialog.

Default value is set to false.

9.0.2.1455

N/A

ExchangeSyncIdMappingPersistenceTimeInDays

3

Int

(Video) Dynamics 365 2MT Episode 43: Export 1 Million records to Excel

The number of days for which the ExchangeSyncIdMappings are to be persisted for failed emails. This setting is used in relation to the EnableSssItemLevelMonitoring setting. It is not recommended to increase this value higher than 7 days as it can lead to the table growing very large.

8.2.2.2059

N/A

ExportedExcelRetentionWindow

5

Number

The number of days to temporarily store Excel exported Office Document Records. 30 days max was selected arbitrarily as this is only a cache. Must be at least 2.

7.1.0.1059

N/A

ForceRetrievePublishedMetadataForRetrieveAllEntities

False

Boolean

All RetrieveAllEntities requests will ignore the AsIfPublished flag so that it always retrieves the published metadata from cache.

8.1.1.1020

N/A

FullTextSpecialCharactersToRemoveFromSearchToken

null

String

This allows an organization to remove certain characters from a fulltext search string.

Example: To remove a wildcard character from a FullText search, add “*”. To remove multiple characters, add them all together in a single string value “*.’#”. The characters are separated by ToCharArray.

8.1.1.1020

N/A

GrantFullAccessForMergeToMasterOwner

True

Boolean

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.

5.0.9690.4449

N/A

GrantSharedAccessForMergeToSubordinateOwner

True

Boolean

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.

5.0.9690.3911

N/A

HideEmailAutoTrackOptions

False

Boolean

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 D365 Leads', 'Contacts and Accounts', 'Email messages from D365 records that are email enabled'.

9.1.0.1639

N/A

HideStageAndUpgrade

1

Int

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.

9.1.0.3

NA

HideTrackAllOption

False

Boolean

Removes “All email messages” option from users’ Personal Options under Email tab Select the email messages to track in Microsoft Dynamics 365 area.

False – "All email messages" option is shown in the dropdown.

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.

9.0.2.264

NA

HierarchyLevelForHierarchyFeature

3

Number

The hierarchy level used for hierarchal security

7.0.0000.3027

N/A

IfdAuthenticationMethod

null

String

Changes the request sent to the ADFS server, this settings default value

5.0.9690.2835

N/A

IgnoreCopiedItemsInSSSForMailbox

False

Boolean

Changes the request sent to the ADFS server, this settings default value

5.0.9690.2835

N/A

IncludeHTC

true

Boolean

Ignore creating duplicate for copied items for Server Side Sync

9.1.0.11129

N/A

inheritedRolePrivilegesFromTeamRoles

True

Boolean

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. Run-time calls to Azure AD to obtain the user’s AAD groups are stopped.

True - Azure AD GroupTeam is enabled and members of group teams shall inherit user/basic privileges directly and user privileges are derived at run-time. Run-time calls to Azure AD to obtain user’s AAD groups are invoked.

9.1.0.4632

N/A

IdsCountBeforeUsingJoinsForSecurity

1000

Int

Not documented in optimization paper.

5.0.9690.2720

N/A

IdsCountForUsingGuidStringsForSecurity

20

Int

Not documented in optimization paper.

5.0.9690.2720

N/A

IgnoreInternalEmailDetectionEnhancement

True

Boolean

Improves internal email detection logic by ensuring that a sent or received copy of the email being evaluated already exists in Dynamics before rejecting emails from CRM-based senders.

9.1.0.19565

N/A

IgnoreConversationIndexAndInReplyToForCorrelation

False

Boolean

Org setting to ignore conversation index and in reply to during correlation.

9.1.1.0914

N/A

IntegratedAuthenticationMethod

null

String

Changes the request sent to the ADFS server, this settings default value

5.0.9690.2835

N/A

IsCommandingModifiedOnEnabled

False

Boolean

Setting to indicate if command bar rendering should use ModifiedOn date for ordering instead of VersionNumber, VersionNumber would be ordered by when it was added or updated in the database irrespective of the modifiedon date

9.1.0.8031

N/A

JumpBarAlphabetOverride

null

String

How to customize the Alphabet Bar for the CRM Application Grids for Microsoft Dynamics CRM 4.0

5.0.9690.2243

N/A

JumpBarNumberIndicatorOverride

null

String

How to customize the Alphabet Bar for the CRM Application Grids for Microsoft Dynamics CRM 4.0

5.0.9690.2243

N/A

ListComponentInstalled

false

Boolean

If CRM and SharePoint use ADFS and users click to create a folder for a record in CRM 2011, intermittently, the SharePoint page is shown instead of the list part grid page causing confusion with users. This setting allows you to force CRM to use the installed list grid component in SharePoint when using ADFS. false: use the standard method of detecting Sharepoint Authentication -true: If CRM and SharePoint have ADFS enabled, force CRM to use the grid display.

5.0.9690.3911

6.1.0.581

N/A

N/A

LookupNameMatchesDuringImport

False

Boolean

Importing a solution that was created from an upgraded 4.0 deployment fails. Changing this setting makes the import solution look up the names for forms, views, workflows and security roles.

5.0.9690.583

N/A

MailboxStatisticsPersistenceTimeInDays

3

Number

If value is 0, dont store ANY MailboxStatistics Data, if the value is greater than zero then store that number of days statistics data. Max value arbitrarily chosen at 1 year, this generates at lot of data so 1 year should be plenty of time

8.0.0.1088

N/A

MakeSocialPanePhoneCallCompleted

True

Boolean

By default (true) Phone calls created in the Social Pane are automatically marked in a completed state and cannot be edited.

Changing this value to FALSE will create phone calls and will NOT mark them as completed

8.1.1.915

N/A

MaximumChildUsersCountLimitBeforeUsingJoinForHSM

80

Number

Maximum Child/Subordinate Users Count Before Using a Join Query for Heirarchical Security Model

7.0.0000.3027

N/A

MaximumSubjectLengthOnMailServer

255

Number

Set the maximum subject length permissible for the ***mail*** server.

This will ensure server side sync concatinates the subject of emails sent from CDS/Dynamics.

9.0.2.2240

N/A

MinRowCountForFKIndexCreateInReferencingEntity

100

Number

Setting min row count in referencing table for ForeignKey index creation

7.0.0000.3027

N/A

MinRowCountForFKIndexCreateInReferencedEntity

(Video) Dynamics 365 2MT Episode 94: ENABLE RICH TEXT EXPERIENCE IN APPOINTMENTS!

100

Number

Setting min row count in referenced table for ForeignKey index creation

7.0.0000.3027

N/A

OfficeDocumentPersistenceTimeInDays

7

Number

The number of days to temporarily store Office Document Records. 30 days max was selected arbitrarily as this is only a cache.

7.1.0.1059

N/A

officeShellServiceTimeout

5

Int

This setting controls the length, in seconds, that the browser will wait to render the Office Waffle within Dynamics 365. If there are issues with the Office Shell Service, it could impact the browser performance of Dynamics 365.

8.2.2.0101

N/A

OutlookClientEmailTaggerEnabled

False

Boolean

here are 3 values for this Boolean setting - true, false, and NULL (which is the value when NOT set). True: Will override any and all client registry setting to True. False: Will override any and all client registry setting to False. NULL: If the setting is NULL the outlook clients will use whatever is in the registry of the client. TO SET THIS VALUE TO NULL YOU WILL NEED TO CLICK EDIT, THEN REMOVE THE VALUE TO HAVE IT DEFAULT TO NULL.

7.0.1.121

N/A

OutlookSyncDataSubscriptionClientsBatchSize

100

Number

This setting is used to determine how many record changes (deletes, inserts, and updates) to send back to a syncing client for each request.

7.1.0.1059

N/A

OverrideTrackInCrmBehaviour

Int

When this option is Enabled, the ‘Track in CRM’ button functions as the Set Regarding button in Dynamics 365 for Outlook. In Dynamics 365 App for Outlook, ‘Track without regarding’ command is not displayed, with Set Regarding as the only way to synchronize Outlook items to Dynamics 365.

0 - Normal behavior of the "Track in CRM" button not having to set a Regarding record in Dynamics 365 for Outlook.

‘Track without regarding’ command is displayed in Dynamics 365 App for Outlook.

1 - The ‘Track in CRM’ button functions as the ‘Set Regarding’ button, and makes you select a regarding record in Dynamics 365 for Outlook.

In Dynamics 365 App for Outlook, ‘Track without regarding’ command is not displayed, with Set Regarding as the only way to synchronize Outlook items to Dynamics 365.

NOTE: This setting applies to both Dynamics 365 for Outlook and Dynamics 365 App for Outlook.

9.1.0.6200

N/A

OverrideV5SenderConflictResolution

False

Boolean

When multiple records with the same email address exist in the Dynamics CRM Organization and email is automatically tracked, the email address is resolved to the record for the owner record that was created first. This option lets you override that functionality.

False- E-mails are tracked to the first record created.

True - E-mails are not tracked automatically if there are multiple records with the same email address.

5.0.9690.2243

N/A

PageSizeForHierarchyFeature

5

Number

The hierarchy page size used for hierarchal security

7.0.0000.3027

N/A

PercentageOfAccessibleRecordsToUseOrBasedSecurityPredicate

-1

Number

-1 is disabled (default).

Add support to change the security filter predicate on RetrieveMultiple based on a given percentage of records visible

9.1.0.2859

N/A

QueryColumnCountToForceOrBasedSecurityPredicate

-1

Number

Indicates what count of columns in a query is considered 'high', which may cause the security layer to use a different predicate format to keep the query as small as possible and keep the plan in the plan cache small; -1 is disabled

9.1.0.2859

N/A

ReassignAllExtendedTimeout

Number

Increase script timeout for reassigning all records of a user or team - this allows you to exceed the default extended timeout value. Default extended timeout is 1000000 ms (roughly 15 minutes). WARNING: Care should be taken when increasing this value above the default - always double check the number of minutes before setting this to a value higher than the default

7.1.2.1020

N/A

RecordCountLimitToSwitchToCteSecuritySql

75000

Int

For more information see theOptimizing the Performance of Queries against Large Datasets"section in the Optimizing and Maintaining the Performance of a Dynamics CRM 2011 Server Infrastructure.

5.0.9690.2720

N/A

ResolveForInactiveEntities

False

Boolean

When setting to true, email addresses for inactive tables are ignored for email address resolution of the To and Cc recipient lists.

Setting it to false ensures inactive records are skipped when resolving.

Note: This setting doesn't apply to system users whose accounts have been disabled, who are always excluded. This setting also does not apply to the From field.

9.0.2.1468

N/A

RestrictIRMEmailItems

False

Boolean

Setting value to TRUE will result in Server Side Sync NOT synchronizing ALL emails that are marked as IRM emails.

Default value is set to False to preserve the existing behavior.

To enable this restriction on the organization " RestrictIRMEmailItems " should be set to True.

8.2.2.0840

N/A

RetrieveMultipleSharingCountThreshold

1000

Int

For more information, see the"Optimizing the Performance of Queries against Large Datasets section" in theOptimizing and Maintaining the Performance of a Dynamics CRM 2011 Server Infrastructure.

5.0.9690.2720

N/A

SecuritySettingForEmail

1

Number

1: Display a Warning Message And give an option to open - 2: Display a Warning Message and do not give an option to open -3: Do not display a Warning Message and do not give any option to open. This setting is NOT SUPPORTED IN CRM2013 as of build 809

5.0.9690.3731

6.1.0.581

N/A

N/A

SecurityQueryHint

1

Number

Used to hint the query within GetRightsFromPrincipalObjectAccess. 0=None; 1=Recompile (default); 2=OptimizeForUnkown

8.1.0.141

N/A

SendEmailSynchronously

Int

If you have a plugin registered on the email send flow, youshouldchange this setting to"1."

0- Email is sent asynchronously.

1 - Email is sent synchronously.

5.0.9690.2720

N/A

SetRegardingLookupDefaultEntityType

null

String

Changes default entity for Regarding Lookup Dialog.

5.0.9690.2835

N/A

SharingLimitForPOASnapshotTable

10

Int

Not documented in optimization paper.

5.0.9690.2720

N/A

skipAadGroupObjectIdValidation

False

Boolean

Disables the validation of Azure AD Group objectID and allows application to create Group team in CDS. This is used to mitigate the latency in the Azure AD distributed cache where a newly created Azure AD group cannot be validated if the subsequent Azure AD Group graph call goes to a distributed cache server that does not have the new Azure AD group yet.

False - do not skip Azure AD group objectID validation during Group Team creation. This is shipped by default.

True - skip Azure AD group objectID validation to allow application to create Group team.

9.1.0.5808

N/A

SkipGettingRecordCountForPaging

False

Boolean

Disables the record count query. This query is responsible for retreiving the total number of records returned for each view. This query can cause longer search times and may cause SQL timeouts or exceptions.

False- Enables record depend on views.

True - Disables record depend on views.

5.0.9690.1992

N/A

SkipGettingRecordCountForPagingForAudit

False

Boolean

Disabled the record count query for just the Audit entity. False enables the record count, and True disables the record count

8.2.0.0503

N/A

SkipSuffixOnKBArticles

False

Boolean

Disables the suffix from being used on the automatically generated KB article numbers.

False - Enables the suffix on KB articles.

True - Disables the suffix on KB articles.

5.0.9690.1992

N/A

SocialPaneQueryHint

-1

Number

Expected values:<br>None = -1,<br>OptimizeForUnknown = 0,<br>ForceOrder = 1,<br>Recompile = 2,<br>DisableRowGoal =3<br>Any value outside this range will be treated as -1.

9.1.0.2859

N/A

SolutionExportExtendedTimeout

Number

This setting makes it possible to override the solution export timeout, this setting is in milliseconds and the default platform timeout is 1000000ms (about 16 minutes).

If this setting is set to any number LESS than the extendedTimeout value will be ignored and the extendedTimeout will be used instead.

This setting will ensure your timeout is at least this number of ms long

8.2.0.766

N/A

SortEmailByReceivedOn

(Video) Dynamics 365 2MT Episode 125: INCREASE MOBILE CLIENT LIMITS

False

Boolean

When the Activities tab of the social pane is show, the data ordered by the 'modifiedon' date in descending order, toggling this setting to True will enable the social pane to sort emails by RecievedOn Desc instead of modifiedon

8.0.1.79

N/A

SortURIQueryParameters

True

Boolean

False to disable, True to disable(preserve existing behavior).

If true, we are sorting the query URI parameters.

9.1.0.5420

N/A

SSSCreateAdditionalQueueItemsForAlreadyTrackedEmail

False

Boolean

When it is enabled, Server-Side Synchronization will create an additional queue item for an email message found in a queue mailbox if the email message has already been delivered to Dynamics by another user or queue.

9.2.21012.00103

N/A

SSSForceFilteringMethodForUserMailboxes

-1

Int

Overrides the incoming email filtering method for all user mailboxes based on the following values:

-1: Setting disabled.

0: All email messages.

1: Email messages in response to Dynamics 365 Email.

2: Email messages from leads, contacts, and accounts.

3: Email messages from Dynamics 365 records that are email message enabled.

4: No email messages.

9.1.0000.25547

N/A

SSSPropagateAppointmentCancellationsToExchange

False

Boolean

Enabling the feature allows appointment cancellations from Dynamics to propagate to Exchange via SSS.

9.1.0.19239

N/A

SSSSaveOutgoingEmailToExchangeSentFolder

True

Boolean

Determines if email messages sent from CRM using SSS should be saved to the Sent Items folder in Exchange Server.

9.2.21052.00121

N/A

SSSTagAlreadyTrackedEmails

True

Boolean

Allows Server-Side Synchronization to tag emails in Dynamics 365 recipient mailboxes if the email being evaluated has already been tracked.

9.1.0000.23304

N/A

SSSTaskDeletionSyncBehaviorFromExchange

Int

Specifies how task deletions in Exchange are synchronized to their linked Dynamics 365 activity record.

0: Tasks deleted in Exchange are deleted in Dynamics (default).

1: Tasks deleted in Exchange are deleted in Dynamics if they are not completed.

2: Tasks deleted in Exchange are never deleted in Dynamics.

9.2.22061.00152

N/A

StoreOutlookSyncDataInSensitivityProperty

True

Boolean

true:Preserve existing behavior.- false: Stop storing CRM Sync information in the PidTagSensitivity MAPI property which causes the error: error in the XML document on GetItem for IPM.MSCRMUserId on BlackerBerry Server Traces.

5.0.9690.3911

6.1.0.581

N/A

N/A

TabletClientMaxFields

75

Number

Maximum Tablet Fields max-500/ min- 1

6.0.0.809

N/A

TabletClientMaxLists

10

Number

Maximum Tablet Lists max-50/min-1

6.0.0.809

N/A

TabletClientMaxMashups

3

Number

Maximum Tablet Mashups

7.0.0000.3027

N/A

TabletClientMaxTabs

5

Number

Maximum Tablet Tabs max-50/min-1

6.0.0.809

N/A

TotalRecordThreshholdSwitchToMultiplelineTVF

1000

Number

Used for activity rollup performance tuning along with: VisibleRecordThreshholdSwitchToMultiplelineTVF and ActivityRollupChildRecordLimit

9.1.0.8031

N/A

TraceExchangeSyncData

true

Boolean

Enables exchange sync tracing

6.0.0.809

N/A

traceLogPersistenceTimeInDays

30

Int

This sets the amount of time that TraceLog data is maintained before being removed by the Deletion Service.

8.1.1.1020

N/A

TrackAppointmentFromNonOrganizer

True

Boolean

Enabled users to track appointments organized by another Dynamics 365 user via Dynamics 365 App for Outlook.

False – Dynamics 365 App for Outlook and Server-Side Synchronization users cannot track Outlook appointments whose organizer is a Dynamics 365 user.

True – Dynamics 365 App for Outlook and Server-Side Synchronization users can track Outlook appointments whose organizer is a Dynamics 365 user.

9.1.0.0294

N/A

TrackCategorizedItems

True

Boolean

Setting value to False will remove the category tracking flag and functionality.

Default value is set to True to allow category tracking and tracking status visibility for users whom do not use Dynamics 365 for Outlook or Dynamics 365 App for Outlook.

8.2.2.0840

N/A

UseCrmOrganizerForEmptyExchangeOrganizer

False

Boolean

Use the CRM Organizer of an Appointment if the Exchange Organizer doesn't exist.

8.1.1.1020

N/A

UseFilteringMethodOfSyncingMailboxOnlyForCorrelation

False

Boolean

This is for controlling which users’ filtering settings will be used for correlation.

False – filtering method of all recipients of the email will be checked to decide if any user/queue accepts email or not.

True – filtering setting of user who synced email to CRM will be used. Filtering setting of other recipients of the emails will be ignored.

8.2

N/A

UseOrganizationServiceForMultiEntityQuickFind

False

Boolean

Allows Multi-entity Quick Find to run serially rather than in parallel. This allows plugins to be executed on RetrieveMultiple.

8.2.1.0135

N/A

UsePlainTextForEmailTemplateBody

False

Boolean

Changes the Email Template to use plain text where otherwise text with the following symbols would not appear <text>.

5.0.9690.2720

N/A

UseDeletePrivilegeInsteadOfAppendToForChildEntityDelete

False

Boolean

<b>Use With Caution</b>:Use Delete privilege checks and AccessRights checks instead of AppendTo during Deletion of child entity.

9.1.0.2859

N/A

UseXAnchorMailboxInExchangeRequestHeader

False

Boolean

Org setting to add XAnchor mailbox to each request header to Exchange.

9.1.0.0729

8.2.3.0006

N/A

VisibleRecordThreshholdSwitchToMultiplelineTVF

250

Number

Used for activity rollup performance tuning along with: TotalRecordThreshholdSwitchToMultiplelineTVF and ActivityRollupChildRecordLimit.

9.1.0.8031>

N/A

WorkflowXamlValidationErrorReport

False

Boolean

WorkflowXamlValidationErrorReport is used to fail workflow loads if the XAML is not valid.

9.1.0.5808

N/A

VerboseErrorsOnPromoteToCRM

Int

Enables verbose user error messaging when tracking items from Outlook to Dynamics CRM. By default, some error messages during the tracking are suppressed from being shown to the end-user, and this setting enables those errors to be shown.

0- Disables the verbose errors.

1 - Enables the verbose errors.

5.0.9690.2165

N/A

FAQs

What is Dynamics CRM Sandbox? ›

In Dynamics 365 Business Central, a sandbox is an environment totally isolated from a production instance, where you can develop, test, run demos, and play with the service, without affecting the real production data.

Does Dynamics 365 have a ticketing system? ›

Microsoft Dynamics 365 has a ticketing system that is used by many businesses. It is a customer relationship management software solution that controls communications with clients, prospects, consumers, and other connections your business may have.

Which programming language is used in Microsoft Dynamics CRM? ›

Those who don't know what X++ is, it is a native programming language used in the development of Dynamics 365 for Finance and Operations, Enterprise edition since the beginning of the product known as Axapta.

What is Microsoft CRM tool? ›

The Complete Microsoft Word Course: Master Microsoft Word

Customer Relationship Management (CRM) is a system for managing a company's interactions with current and future customers. It often involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

How do I create a Microsoft sandbox? ›

Microsoft 365 instant sandbox - YouTube

What is the difference between sandbox and production in Dynamics 365? ›

The main difference between Sandbox and Production is the data that is returned by the APIs. In Sandbox test data is returned while in Production live data is returned. The Sandbox environment enables you to develop and test your application.

Does Microsoft have a ticketing software? ›

Office 365 Ticketing System is a helpdesk ticketing management software that was launched by Microsoft to help enterprises effectively manage ticketing issues. Microsoft 365 is well elaborated and widely used because of the numerous advantages it offers to customers and clients.

How do I create a support ticket in Microsoft Dynamics 365? ›

How To Create A Microsoft Support Ticket For Dynamics 365, Power Platform and Other Platforms
  1. Under the left-hand side, click on Help + Support.
  2. Click New support/service requests.
  3. Under, What product were you using when the issue occurred? ...
  4. Select the closest problem type to your issue.

Does Microsoft have a help desk? ›

This service is free. Get help and support whether you're shopping now or need help with a past purchase. Get support in the Microsoft 365 admin center.

Does Microsoft Dynamics require coding? ›

You can learn Dynamics 365 without having any coding knowledge and work as Functional Consultants or end-users. However, if you want to be a Technical Consultant, you must understand the fundamentals of C# . NET, HTML, and JavaScript.

Is Dynamics 365 a programming language? ›

Dynamics 365 is not a programming language. It is not something you can learn as easily as adding yet another C based language to your repertoire. Most of us original C developers have coded in several languages to make a living. Some of us learned new languages for pure enjoyment.

What is MS Dynamics CRM Developer? ›

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft as a software solution to improve how you interact and do business with customers.

What are the 3 main areas in Dynamics CRM? ›

Microsoft Dynamics CRM has three comprehensive functional modules: Sales, Marketing, and Service (or Customer Care).

What is Dynamics CE now called? ›

Microsoft Dynamics 365 was officially released on November 1,2016 as the successor to Dynamics CRM. The product combines Microsoft business products (CRM & ERP Dynamics AX). The on-premises application, called Dynamics 365 Customer Engagement contained the following applications: Dynamics 365 for Sales.

Is CRM and Dynamics 365 same? ›

In 2016, Microsoft replaced Dynamics CRM with Dynamics 365, a fully rebranded product specifically designed for customer engagement. Dynamics 365 is a combined CRM and ERP product that includes full Dynamics AX suite for ERP and the Business Edition includes the financial suite built from Dynamics NAV.

Is Dynamics 365 sandbox free? ›

Each Dynamics 365 instance would also come with one free non-production environment (or 'sandbox'). These are used for development in order to ensure any work carried out does not impact your live production system.

How do I create a new sandbox environment in Dynamics 365? ›

Sign in to the Power Platform admin center at https://admin.powerplatform.microsoft.com as an admin (Service admin, Global admin, or Delegated admin). From the left-side menu, select Environments, and then select a production environment. Under Type, choose the sandbox environment type. Select Save.

What is Microsoft instant sandbox? ›

The instant sandbox is a new way to get a complete Microsoft 365 developer environment. Instead of making you provision all your Microsoft 365 apps and install your data packs one by one, we now have bundled them together in a pre-loaded Microsoft 365 E5 subscription with 25 users, and 16 sample users.

How do you move flow from sandbox to production? ›

Create and upload a change set in your source sandbox organization
  1. Log in to your sandbox.
  2. Navigate to Setup and enter change set into the Quick Find box.
  3. Click Outbound Change Set.
  4. Click New.
  5. Enter the new Change Set name and description, then click Save.
  6. From the "Change Set Components" related list, click Add.

What are sandbox instances? ›

A Sandbox instance is the place to safely develop and test your application changes with low risk. A Sandbox instance type can be your test instance or UAT. As an example, you can Reset (i.e., Becomes Vanilla)/Copy/Delete your sandbox instance.

How do I move an extension from sandbox to production in Business Central? ›

Open Production environment > Search Extension Management. A page opens, in manage, you will find Upload Extension action. You select the . app file, accept and deploy.

Can you use Microsoft teams as a ticketing system? ›

The advantage of using a ticketing system in Microsoft teams is that an organization or business entity can direct tickets to specific users or groups. This means that a customer is assured of getting their issue resolved and inquiry responded to.

How do you make a ticket on Microsoft? ›

To open a support request, click "Support" from the primary navigation ribbon and then click the “Open a support request" button at the top of the page. Start by completing the New Support Request form. Select your product and describe the issue. Describe the severity of the issue and level of support required.

Does salesforce have a ticketing system? ›

Support Your Customers with Desk.com.

Salesforce Desk.com offers an exceptional, all-in-one help desk ticketing solution that addresses issues in a way that clients appreciate. Your client base is growing. Grow along with it with the best help desk ticketing system available — Desk.com from Salesforce.

How do I open a ticket in Microsoft Dynamics 365? ›

How to submit a support request in Dynamics 365 Business Central

How do I raise my ticket from Microsoft to the LCS? ›

To submit issues directly to Microsoft, select the Support tile in your LCS project. You can then submit issues in two ways: On the Active issue tab, select your issue, and then select Submit to Microsoft.

Is Microsoft Dynamics GP being discontinued? ›

Microsoft announced in October 2019 that it would sunset Dynamics GP, its midmarket business and accounting offering, with support ending by 2028.

What is included in Microsoft Dynamics 365? ›

The Dynamics 365 Enterprise Edition includes Dynamics CRM applications (field service, sales, project service automation, and customer service) as well as Microsoft PowerApps. This also includes Microsoft's top of the line ERP solution, Dynamics 365 for operations.

How do I use Microsoft teams as a service desk? ›

Step 1: Your employee sends a help request through the Social Intents window in MS Teams. Step 2: The help desk team sees the request in their Teams channel. Step 3: An agent picks up the request and starts chatting. Step 4: The agent replies and the employee gets a notification in the Teams.

How do I create a ticketing system in Sharepoint? ›

Create a Ticketing System in Sharepoint with Power Automate

Is Dynamics easy to learn? ›

If you are familiar with other Microsoft services such as SharePoint or the Power Platform, then Dynamics 365 will be an easy solution for you to learn. Power Platform users may be interested to know that Dynamics 365 is a Model-driven app (a complete version of a canvas app).

Is Microsoft Dynamics easy to learn? ›

A lot of users find it easy to use Microsoft Dynamics 365, especially if they have used any other Microsoft apps before. But from a developer's perspective things are a bit different. And to add a specific amount of time on how long would someone be proficient in Dynamics 365 can be a little misleading.

How do I become a dynamic CRM developer? ›

Top 10 tips to become a Dynamics CRM Developer
  1. Create a CRM Career Map. You should identify your area of interest in CRM. ...
  2. Read about Dynamics CRM. ...
  3. Join the Dynamics CRM Community. ...
  4. Gain Certifications. ...
  5. Attend CRM conferences. ...
  6. Write about CRM. ...
  7. Start Networking. ...
  8. Develop your own CRM tools.
17 Jul 2018

What language are dynamics written? ›

Dynamics is a generic word meaning indications of volume. A composer uses them to indicate to the performer(s) the volume of a piece or part of a piece of music. As with other musical directions (such as speed indications), they are usually written in Italian, which is the internationally used language for music.

Is Microsoft Dynamics hard to use? ›

Unlike other CRM based applications, MS Dynamic is one of the most efficient yet easy to understand software. Whether you have a certain idea about this technology or whether you are a newbie, the training courses are bound to improve your CRM skills.

What is X++ used for? ›

X++ is an object-oriented, application-aware, and data-aware programming language used in enterprise resource planning (ERP) programming and in database applications. It provides system classes for a broad range of system programming areas, highlighted in the following table.

Does CRM have coding? ›

Just like any other area of software development, CRM development requires coding.

Is Microsoft Dynamics a CRM or ERP? ›

Streamline your everyday financials and operations with Dynamics 365—an ERP software solution that helps you collaborate effectively, optimize business tasks, and drive growth.

Is CRM a coding? ›

A CRM developer is a programming and coding expert who gathers customer information for companies. CRM stands for customer relationship management. CRM developers use data from customer habits and interactions to better enhance a company's performance.

What is sandbox Processing Service? ›

With the sandboxing approach, every software application is given a "sandbox," which is a controlled, restricted environment to run and execute code. This environment helps developers isolate and protect system resources from malware and other kinds of cyberthreats.

What is sandbox and none in plugin registration tool? ›

Sandbox runs in a dedicated windows service and not under W3WP. The advantage is running plugin's AS sandbox is to release resources from w3wp – IIS. The None option meaning to run under IIS. Define plugin as None in CRM with one front server cause use maximum IIS resources (not recommended) .

Can we register on Premise plugin in sandbox mode? ›

When a plugin assembly is registered, it can either be registered in an isolated or sandbox mode or in a none mode. The sandbox is more secure and some actions are restricted.

What is Ipluginexecutioncontext context? ›

Defines the contextual information passed to a plug-in at run-time. Contains information that describes the run-time environment that the plug-in is executing in, information related to the execution pipeline, and entity business information.

What is a sandboxed plugin? ›

The Sandbox plugin enables Developers to test changes in their apps by pointing them to a sandbox environment. It provides a simple UI to set and modify the URL to a development host that acts as a sandbox directly on the desktop, which prevents you from entering potentially long and complicated URLs inside your app.

What is sandboxing software? ›

A sandbox is an isolated testing environment that enables users to run programs or open files without affecting the application, system or platform on which they run. Software developers use sandboxes to test new programming code. Cybersecurity professionals use sandboxes to test potentially malicious software.

Why is it called sandbox? ›

The meaning of a children's play area, generally called a sandpit in British English and a sandbox in American English, dates from the late 19th century. Both terms are compounds formed from the noun 'sand' and the nouns 'pit' and 'box'.

How do you add field level security in CRM? ›

Enable Field Security on Field for A Given Entity

Access the data field schema that you need to enable field security. Select the option Enable under the Field Security Setting. Save your customizations and Publish. You can also add the new field to your entity form if required.

What is the use of secondary entity in plugin registration tool? ›

Secondary entity is used for SetRelated and RemoveRelated messages, otherwise it should be null. Secondary entity is child is the related entity of primary entity. Secondary Entity should used only when you want to trigger plugin for an event requiring two entities like the "SetRelated" message.

What is secure and unsecure configuration MS CRM? ›

Secure configuration is only viewable by CRM Administrators while the Unsecure Configuration is viewable by any CRM user. Also, unsecure configuration will automatically move between environments with your CRM solutions while it is not the case in secure configuration.

What is the difference between fetchXML and Queryexpression? ›

The main difference is that fetchXML support aggregation whether query expression does not support aggregation. Secondly we will use Query expression when our query is complex and its server side coding , where as fetch XML is easy to build and easy to use and you can write both server side and client side as well.

What is plugin registration tool? ›

The Plugin Registration tool is used to register specific messages for the plug-in. You need to download the Dynamics CRM SDK from the Microsoft website. The Plugin Registration tool is located in the SDK_HOME \Tools\PluginRegistration\pluginregistration.exe directory.

How do I download plugin registration tool? ›

In your Windows Start menu, type Windows PowerShell and open it. Navigate to the folder you want to install the tools to.
...
You will find the tools in the following folders:
  1. [Your folder]\Tools\ConfigurationMigration.
  2. [Your folder]\Tools\CoreTools.
  3. [Your folder]\Tools\PackageDeployment.
  4. [Your folder]\Tools\PluginRegistration.
24 Jun 2022

What is IOrganizationService in plugin? ›

The IOrganizationService interface provides a set of methods used to perform the most common operations on system and custom tables and on the table definitions for your organization.

What is plugin depth? ›

Depth is the number of times a plugin/custom workflow has been called in one transaction. It is often used to stop infinite loops where a plugin updates a value which triggers the plugin to run again.

What is Tracing Service in plugin? ›

The ITracingService interface assists developers by recording run-time custom information as an aid in diagnosing the cause of code failures or unexpected behavior in plug-ins.

Videos

1. Dynamics 365 2MT Episode 78: Use OUTLOOK CATEGORY to track emails!
(CRM MVP Media)
2. Dynamics 365 & Power Apps: The Future of Outlook Integration Tech Talk
(Michael Cobbin - Dynamics 365)

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