I am pleased to announce the new Universal Settings utility. This utility allows CRM administrators to easily and quickly update configurable settings in the Deployment Table and also on the Organization entity for one or multiple organizations at the same time. The utility works with both CRM 2011 and CRM Online (Deployment Table is not available with CRM Online). The best part is that Universal Settings is a free download from our website. Head here to start downloading it now!
Once the utility is installed you can open it by going to the Start menu and then Sonoma Partners LLC and clicking on Universal Settings. NOTE: If you are not a local administrator, hold the shift key, right-click on the Universal Settings icon and select “Run as administrator.” You will be greeted with the following Log In screen where you can select which connection type (CRM 2011 or CRM Online) as well as enter the CRM Server URL and credentials. Leaving the credentials blank will login as the current user.
Click Connect and you will see the available Deployment Settings below if you have access. If you don’t have access to the Deployment Settings then you will only see the available Organizations.
Update any Deployment Settings and click Save or select an Organization as shown below to update any Organization settings.
Multiple Organizations can be selected which will set all values to null in the UI and only propagate changed settings across the selected Organizations when saved.
The majority of these settings are only updateable through the CRM API, therefore this utility will become very handy especially for deployments with multiple organizations. We hope you enjoy this utility as much as we do and we would love to hear your feedback!