We will learn how to update database settings in an environment & understand its significance in Power Platform. Before we start, make sure to subscribe to CRM Crate so that you can stay up to date in the field of Power Platform.
You have the option to construct databases and develop applications utilizing Dataverse as a data repository. This involves the choice of either building your personalized tables or utilizing the pre-established ones. In this article we will learn how to modify Power Platform environment database settings for fulfilling your application designing requirements.
Modify database settings in Power Platform environments
Each environment has a set of database settings that determine default option behavior. You can modify these default options using a specialized tool called OrgDBSettings. This tool enables the system administrator to override the default database settings.
Follow the below steps for installing the OrganizationSettingsEditor tool in your Power Platform environment.
- Download the latest OrganizationSettingsEditor tool from the above given link.
- Login into Power Platform Admin Center (https://admin.powerplatform.microsoft.com/) and open an environment of your choice.
- Navigate to Advance Settings >> Solution.
- Import the solution downloaded from the above link into your environment.
Follow the below steps for modifying & overriding database settings of your environment.
- In your environment, go to Settings > Solution.
- Find the OrganizationSettingsEditor solution and double-click the OrganizationSettingsEditor record.
- Within the solution page, navigate to “Configuration“.
- For each respective database setting, click on “Add”. Further this “Add” link changes to “Edit”.
- Further, edit the settings as per your application’s requirement. Click on Update once done.
The below table signifies the meaning of each database settings available for modification.
| Setting Name | Default Value | Type | Setting Description | Minimum Supported Version | Maximum Supported Version | ||
| 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 KB 2918320. | 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. | 5.0.9690.2720 | N/A | ||
| 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. | |||||||
| ActivityRollupChildRecordLimit | 50000 | Number | Limit the number of total aggregated activities to rollup in the Actvity Rollup Default:50,000. | 9.1.0.8031 | N/A | ||
| Used with: VisibleRecordThreshholdSwitchToMultiplelineTVF and TotalRecordThreshholdSwitchToMultiplelineTVF | |||||||
| 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). | 9.1.0.5420 | N/A | ||
| True will to skip the = in the query URI for empty string parameters | |||||||
| 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 | N/A | ||
| 6.0.1.61 | N/A | ||||||
| allowRoleAssignmentOnDisabledUsers | FALSE | Boolean | Enables the assignment of a security role for user accounts with a disabled status. This allows for scenarios where stub users can be created and assigned a different security role. This is needed when a stub/disabled user account needs to own records, especially when these records are from custom entities where custom security roles are required. | 9.1.0.5610 | N/A | ||
| 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. | |||||||
| 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). | 9.1.0.8031 | N/A | ||
| 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. | |||||||
| AuditRetentionPeriod | 30 | Number | -1 is forever, otherwise the value should be 30 days or greater. | 9.1.0.1639 | N/A | ||
| All audit records that fall beyond the maximum retention will eventually be deleted. | |||||||
| 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. | 5.0.9688.583 | N/A | ||
| False – Disables the automatic creation of contacts. | |||||||
| True – Enables the automatic creation of contacts. | |||||||
| 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. | 8.2.2.0840 | N/A | ||
| 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”. | |||||||
| 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. | 5.0.9690.2903 | N/A | ||
| NOTE: This setting only applies to Dynamics 365 for Outlook (not Dynamics 365 App for Outlook). | |||||||
| 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. | 5.0.9688.583 | N/A | ||
| False – Enables the sending of experience feedback. | |||||||
| True – Disables the sending of experience feedback. | |||||||
| 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 | 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 you override that functionality. | 5.0.9688.583 | N/A | ||
| False – Inactive records will not be included in the mail merge. | |||||||
| True – Inactive records will be included in the mail merge. | |||||||
| 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. | 5.0.9690.2903 | N/A | ||
| Note This value is not valid with CRM 2013. | |||||||
| 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 | 7.1.2.1020 | N/A | ||
| 8.1.1.915 | |||||||
| 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. | |||||||
| 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. | 5.0.9688.583 | N/A | ||
| False – Enables smart matching. | |||||||
| True – Disables smart matching. | |||||||
| DistinctPhysicalAndLogicalDeletesForExchangeSync | FALSE | Boolean | Server-Side synchronization needs a mechanism to distinguish between Logical and Physical deletes of entities in CRM | 8.2.2.0840 | N/A | ||
| 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 | |||||||
| 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 | 9.2.21035.00195 | N/A | ||
| 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. | |||||||
| DoNotIgnoreInternalEmailToQueues | Version 5.0.9690.1533 to 8.2.2.1300: False | 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. | 5.0.9690.1533 | N/A | ||
| Version 8.2.2.1309 and higher: True | False – Internal email messages to queues will not be delivered. | ||||||
| True – Internal email messages to queues will be delivered. | |||||||
| 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. | 9.1.0.14145 | N/A | ||
| 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. | |||||||
| EnableActivitiesFeatures | 0 | 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 | 0 | Number | 1 to enable, 0 to disable(preserve existing behavior) | 9.1.0.1639 | N/A | ||
| EnableAppointmentBroadcastingForOutlookSync | 0 | 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 | 0 | Int | For more information, see the “Optimizing the Performance of Queries against Large Datasets section” in the Optimizing and Maintaining the Performance of a Dynamics CRM 2011 Server Infrastructure. | 5.0.9690.1533 | N/A | ||
| EnableReLinkingToExistingCRMRecord | 0 | 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. | 9.0.2.1455 | N/A | ||
| Default value is set to false. | |||||||
| ExchangeSyncIdMappingPersistenceTimeInDays | 3 | Int | 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. | 8.1.1.1020 | N/A | ||
| 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. | |||||||
| 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. | 9.0.2.264 | NA | ||
| 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. | |||||||
| 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. | 9.1.0.4632 | N/A | ||
| 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. | |||||||
| 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 | N/A | ||
| 6.1.0.581 | 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. | 8.1.1.915 | N/A | ||
| Changing this value to FALSE will create phone calls and will NOT mark them as completed | |||||||
| 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. | 9.0.2.2240 | N/A | ||
| This will ensure server side sync concatinates the subject of emails sent from CDS/Dynamics. | |||||||
| MinRowCountForFKIndexCreateInReferencingEntity | 100 | Number | Setting min row count in referencing table for ForeignKey index creation | 7.0.0000.3027 | N/A | ||
| MinRowCountForFKIndexCreateInReferencedEntity | 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 | 0 | 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. | 9.1.0.6200 | N/A | ||
| 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. | |||||||
| 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. | 5.0.9690.2243 | N/A | ||
| 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. | |||||||
| PageSizeForHierarchyFeature | 5 | Number | The hierarchy page size used for hierarchal security | 7.0.0000.3027 | N/A | ||
| PercentageOfAccessibleRecordsToUseOrBasedSecurityPredicate | -1 | Number | -1 is disabled (default). | 9.1.0.2859 | N/A | ||
| Add support to change the security filter predicate on RetrieveMultiple based on a given percentage of records visible | |||||||
| 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 | 0 | 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 the Optimizing 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. | 9.0.2.1468 | N/A | ||
| 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. | |||||||
| RestrictIRMEmailItems | FALSE | Boolean | Setting value to TRUE will result in Server Side Sync NOT synchronizing ALL emails that are marked as IRM emails. | 8.2.2.0840 | N/A | ||
| Default value is set to False to preserve the existing behavior. | |||||||
| To enable this restriction on the organization ” RestrictIRMEmailItems ” should be set to True. | |||||||
| RetrieveMultipleSharingCountThreshold | 1000 | Int | For more information, see the “Optimizing 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 | ||
| 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 | N/A | ||
| 6.1.0.581 | 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 | 0 | Int | If you have a plugin registered on the email send flow, you should change this setting to “1.” | 5.0.9690.2720 | N/A | ||
| 0 – Email is sent asynchronously. | |||||||
| 1 – Email is sent synchronously. | |||||||
| 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. | 9.1.0.5808 | N/A | ||
| 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. | |||||||
| 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. | 5.0.9690.1992 | N/A | ||
| False – Enables record depend on views. | |||||||
| True – Disables record depend on views. | |||||||
| 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. | 5.0.9690.1992 | N/A | ||
| False – Enables the suffix on KB articles. | |||||||
| True – Disables the suffix on KB articles. | |||||||
| 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 | 0 | 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). | 8.2.0.766 | N/A | ||
| 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 | |||||||
| SortEmailByReceivedOn | 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). | 9.1.0.5420 | N/A | ||
| If true, we are sorting the query URI parameters. | |||||||
| 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: | 9.1.0000.25547 | N/A | ||
| -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. | |||||||
| 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 | 0 | Int | Specifies how task deletions in Exchange are synchronized to their linked Dynamics 365 activity record. | 9.2.22061.00152 | N/A | ||
| 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. | |||||||
| 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 | N/A | ||
| 6.1.0.581 | 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. | 9.1.0.0294 | N/A | ||
| 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. | |||||||
| TrackCategorizedItems | TRUE | Boolean | Setting value to False will remove the category tracking flag and functionality. | 8.2.2.0840 | N/A | ||
| 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. | |||||||
| 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. | 8.2 | N/A | ||
| 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. | |||||||
| 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 | N/A | ||
| 8.2.3.0006 | |||||||
| 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 | 0 | 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. | 5.0.9690.2165 | N/A | ||
