Pushing CRM for Outlook settings to the masses
If you are lucky enough to be responsible for installing and maintaining a large number of CRM for Outlook clients, then you may have wondered if it’s possible to pre-set some of the user settings. You may have also wondered when, exactly, you developed that facial tick that flares up whenever someone mentions CRM and Outlook in the same sentence. Can’t help you with the latter (my personal battle with Level-3 CRM Tourettes is ongoing), but I may have some information on the former.
Microsoft does not support or endorse what I’m about to tell you, so feel free to run right now.
We had the requirement to pre-set a number of the user settings found on the CRM—>Options screen. It was a bit of a witch-hunt and involved running a lot of traces to see what was happening under the hood, but in the end it turned out that almost all of the data was in the MSCRM database, and a few settings were in the registry on the local workstation.
Take what you can from the table below – it’s by no means complete, but once you see where the bulk of the settings are stored, you should be able to dig around and find other ones that you might be looking for.
| Tab | Setting | Setting Location* |
Notes on updating the value |
| General | Select which forms to use (Appt, Contact, Task, Email) | UserSettingsBase table | Look for the fields that begin with ‘UseCRMFormFor…’ – if you want to use the CRM form for one of these entities, update the database to have a 1 in the field, otherwise 0 means use the Outlook form |
| General | Records per page | UserSettingsBase table, field name is PagingLimit | Set it to a valid value (one of the values in the picklist on screen), max 250 |
| Synchronization | Which entities to sync: (Appointments, Contacts, Tasks, Phone Calls, Letters, Faxes) | UserQueryBase table, where QueryType=256 | By default, these are set to enabled (checked). To uncheck them, set statecode=1 and statusecode=2 for each of the entity types you want to disable. Match the entity type code to the returnedtypecode on the UserQueryBase table |
| Synchronization | Update Company fields with parent account names | UserSettingsBase table, field name is SyncContactCompany | Set the field to 1 to enable, 0 to disable |
| Workplace | Select Workplace areas | UserSettingsBase table, field name is UserProfile | comma delimited string indicating which sitemap groups to show. Include trailing comma. Example, so show only Marketing and Service, set the UserProfile=’MA,CS,’ |
| Allow CRM to send email using CRM for Outlook | Registry, BackgroundSendDisabled dword | Set this value to 0 to enable it, 1 to disable | |
| Check incoming email in Outlook and determine whether an email should be linked… | Registry, BackgroundReceiveDisabled dword | Set this value to 0 to enable it, 1 to disable | |
| Display Icon | Registry, DisableEmailIcon dword | Set this value to 0 to use the CRM icon, 1 to use the Outlook icon | |
| Address Book | Reconciliation of Contact records | UserQueryBase table, where QueryType=512 and returnedtypecode = 2 | To select the ‘match only against contacts synced to CRM’ option, set statuscode=3 and statecode=1 To select the ‘match all contacts in CRM’ option, set statuscode=3 and statecode=0 |
| Address Book | Reconciliation of other record types | UserQueryBase table, where QueryType=512 and returnedtypecode <> 2 | For any of the options, set the statecode=0. To select the ‘Do not match’ option, set statuscode=2 To select the ‘Match only the items I own’ option, set statuscode=1 To select the ‘Match all items in CRM’ option, set statuscode=3 |
| Privacy | Error notification preference | UserSettingsBase table, field name is ReportScriptErrors | set this value to 3 to ‘never send an error report to Microsoft’ |
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One Response to “Pushing CRM for Outlook settings to the masses”
Customer Management
January 11th, 2010
CRM can be a huge task and it may be helpful to your company to seek professional help. A good consultant who is familiar with Outlook CRM can help you with this tedious process and help it go smoothly.