Dynamics Community Forum Thread Details

Profile cards

Hello TP-31031842-0,

You're looking to customize the profile cards in Microsoft 365, specifically removing or hiding the sections for calendar, messages, files, and other related information. This is primarily controlled through the Microsoft Graph API and organization settings related to profile cards.

Here's a breakdown of how you can approach this, along with important considerations:

Understanding Profile Cards:

Microsoft 365 Integration:
- Profile cards are integrated across various Microsoft 365 services, including Outlook, SharePoint, Teams, and more.
- They provide a quick overview of a user's information and related activities.

Microsoft Graph API:
- The Microsoft Graph API is the primary way to access and modify profile card data and settings.

Organization Settings:
- Some settings can be configured at the organization level to control the visibility of certain sections.

Methods to Remove/Hide Sections:

Using the Microsoft Graph API (Recommended):
- Concept:
  - The Microsoft Graph API allows you to customize the profile card experience by controlling the visibility of specific facets (sections).
- Steps:
  1. Permissions:
    - You'll need appropriate permissions to use the Microsoft Graph API.
  2. Graph Explorer:
    - Use the Microsoft Graph Explorer (graph.microsoft.com) to test API calls.
  3. API Calls:
    - You'll use the profileCardProperties resource type to control the visibility of facets.
    - Specifically, you'll need to use the PATCH method, to modify the visibility of the facets.
    - The API calls that you will need to use, will be to modify the properties of the profileCardProperties.
    - You will need to set the availability of the facets to false.
    - You will be able to control the following facets:
      - calendar
      - messages
      - files
      - and other facets.
- Implementation:
  - You'll need to write code (using PowerShell or another programming language) to automate the API calls and apply the changes to your organization.
- Advantages:
  - Provides granular control over profile card customization.
  - Allows for programmatic management of settings.
- Disadvantages:
  - Requires development skills.
  - Can be complex to set up.

Organization Settings (Limited):
- Concept:
  - Some organization-level settings might influence the visibility of certain profile card sections.
- Limitations:
  - The organization settings are very limited in regards to the profile cards.
  - Most of the profile card settings are controlled via the graph API.
- Advantages:
  - Relatively easy to configure.
- Disadvantages:
  - Limited customization options.

Important Considerations:

User Experience:
- Consider the impact of hiding these sections on the user experience.
- Ensure that users can still access the information they need.

Permissions:
- Be mindful of the permissions required to modify profile card settings.
- Only authorized administrators should make these changes.

Microsoft Updates:
- Microsoft might update the profile card functionality in the future.
- Be prepared to adjust your customizations accordingly.

Testing:
- Thoroughly test your changes in a non-production environment before applying them to your production environment.

Recommendation:

Using the Microsoft Graph API (Option 1) is the most recommended approach. It provides the most flexibility and control over profile card customization.

By using the Microsoft Graph API, you can effectively remove or hide the calendar, messages, files, and other sections of your profile cards. Remember to test thoroughly and consider the user experience.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak

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