Editing the organization's details

A organization once set up can be renamed/modified after creation. This is a fairly easy task and can be achieved using the deployment manager. The following details of an organization can be edited:

  • Display name of the organization
  • SQL Server
  • SSRS Server

How to do it….

Please perform the following steps to edit an organization's details:

  1. Launch the deployment manager. This is usually accessible via:

    Start Menu | All Programs | Microsoft Dynamics CRM | Deployment Manager

  2. Navigate to Microsoft Dynamics CRM | Organizations, and then right-click on the organization and select Disable.
  3. Click on the organization name and click on Edit Organization from the Actions pane as shown in the following screenshot:
  4. On the Edit Organization wizard screen, change the required properties and click on Next to proceed.
  5. On the System Checks page, click on Next.
  6. On the Ready to Apply Changes page, click on Apply.
  7. Finally, click on Finish to complete the changes.

How it works…

Once the changes are applied, the organization is updated with the new changes. Unless setup encounters any error, the changes will be published and the changes will be visible in the organization list.

See also

Recipes in this chapter demonstrated how to install various components of Microsoft Dynamics CRM 2011. In the next chapter we would discuss the following recipes:

  • Backing up Dynamics CRM 2011 Server
  • Recovering Dynamics CRM 2011 Server failure
  • Monitoring Dynamics CRM 2011 Server
  • Optimizing Dynamics CRM 2011 Server performance
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