User Settings Utility

A Power Platform Toolbox (PPTB) plugin for viewing and updating Dynamics 365 / Dataverse user settings. This tool provides an intuitive interface to manage user settings across multiple users simultaneously.

Screenshots

Dark Theme

Features

Core Capabilities

• 👥 User Browser - View all active system users in your Dataverse environment
• ⚙️ User Settings Management - View and edit detailed user settings
• 🔄 Bulk Updates - Update settings for multiple users at once
• 🔍 Advanced Filtering - Filter users by name, email, or business unit
• 📊 Sortable Data Grid - Sort users by any column with multi-select support
• 💾 Save Changes - Track and save pending changes with visual feedback
• 🎨 Theme Support - Automatic light/dark theme switching based on PPTB settings

Editable User Settings

The tool supports viewing and editing various user settings including:

• Localization: UI Language, Help Language, Currency, Timezone, Format (locale)
• Navigation: Default Homepage Area, Subarea, and Dashboard
• Display: Paging Limit, Calendar Type, Default Calendar View, Week Numbers
• Regional Settings: Date/Time formats, Number formats, Currency formats
• Email & Sync: Email filtering, Sync intervals, Contact sync settings
• Advanced: Various personalization and feature toggles

Technical Stack

• ✅ React 18 with TypeScript
• ✅ Fluent UI React Components for consistent Microsoft design
• ✅ Vite for fast development and optimized builds
• ✅ Power Platform Toolbox API integration
• ✅ Dataverse API for querying and updating user settings

Structure

pptb-user-settings-utility/
├── src/
│   ├── components/
│   │   ├── Filter.tsx                 # Business unit and text filtering
│   │   ├── Overview.tsx               # Main container component
│   │   ├── SystemuserDetails.tsx      # User details and settings editor
│   │   ├── SystemuserGrid.tsx         # Data grid for system users
│   │   └── usersettings/              # User settings components
│   │       ├── FieldInfoTooltip.tsx   # Tooltip for field info
│   │       ├── FieldRenderers.tsx     # Field rendering utilities
│   │       ├── SettingsSection.tsx    # Settings section component
│   │       ├── UsersettingsTab.tsx    # Main settings tab
│   │       └── ...                    # Additional utilities
│   ├── hooks/
│   │   └── useToolboxAPI.ts           # PPTB API hooks
│   ├── mappers/
│   │   ├── businessunitMapper.ts      # Business unit data mapping
│   │   ├── formatMapper.ts            # Format/locale data mapping
│   │   ├── languageMapper.ts          # Language data mapping
│   │   ├── sitemapMapper.ts           # Sitemap data mapping
│   │   ├── systemuserMapper.ts        # System user data mapping
│   │   ├── timezoneMapper.ts          # Timezone data mapping
│   │   └── usersettingsMapper.ts      # User settings data mapping
│   ├── services/
│   │   └── dataverseService.ts        # Dataverse API queries
│   ├── types/
│   │   ├── businessunit.ts            # Business unit type definitions
│   │   ├── currency.ts                # Currency type definitions
│   │   ├── dashboard.ts               # Dashboard type definitions
│   │   ├── format.ts                  # Format type definitions
│   │   ├── language.ts                # Language type definitions
│   │   ├── pendingChanges.ts          # Pending changes type definitions
│   │   ├── sitemap.ts                 # Sitemap type definitions
│   │   ├── systemuser.ts              # System user type definitions
│   │   ├── timezone.ts                # Timezone type definitions
│   │   └── usersettings.ts            # User settings type definitions
│   ├── App.tsx                        # Main application component
│   ├── main.tsx                       # Entry point
│   └── index.css                      # Global styling
├── dist/                              # Build output
├── icon/                              # Tool icons
├── index.html
├── package.json
├── tsconfig.json
└── vite.config.ts

Installation

Prerequisites

• Node.js >= 18.0.0
• npm or yarn
• Power Platform Toolbox installed

Setup

1. Clone the repository:

git clone <repository-url>
cd pptb-user-settings-utility

2. Install dependencies:

npm install

Development

Development Server

Start development server with HMR:

npm run dev

The tool will be available at `http://localhost:5173\`

Watch Mode

Build the tool in watch mode for continuous updates:

npm run watch

Production Build

Build the optimized production version:

npm run build

The output will be in the `dist/` directory.

Preview Build

Preview the production build locally:

npm run preview

Usage

In Power Platform Toolbox

1. Build the tool:

   npm run build

2. Package the tool (creates npm-shrinkwrap.json):

   npm run finalize-package

3. Install in Power Platform Toolbox using the PPTB interface

4. Connect to a Dataverse environment

5. Launch the tool to view and manage user settings

User Interface

Filter Section

• Business Unit Dropdown: Filter users by their business unit
• Search Box: Real-time search across user name, email, and business unit

User Grid

• Click column headers to sort
• Use checkboxes to select one or multiple users
• Columns: Full Name, Email, Business Unit, System User ID

Settings Panel

• View and edit settings for selected user(s)
• When multiple users are selected:
  • Fields with matching values show the common value
  • Fields with different values show "No change" placeholder
• Pending changes are tracked and displayed
• Click "Save" to apply changes to all selected users

API Usage

The tool uses the Power Platform Toolbox and Dataverse APIs:

Connection Management

// Get current connection
const connection = await window.toolboxAPI.getConnection();

Data Queries

// Query system users
const users = await window.dataverseAPI.queryData(
  "systemusers?$select=systemuserid,fullname,internalemailaddress"
);

// Query user settings
const settings = await window.dataverseAPI.queryData(
  \`usersettingscollection?$filter=systemuserid eq '\${userId}'\`
);

Notifications

// Show notification
await window.toolboxAPI.utils.showNotification({
  title: "Success",
  body: "Settings updated successfully",
  type: "success",
  duration: 3000,
});

License

MIT License - see LICENSE file for details.

Author

Lars Hildebrandt