Tuesday, July 29, 2008

Changing the CRM Organization Name

A customer pointed out today that I made a slight error when entering thier company name while setting up Dynamics CRM 4.0 and asked if it could be changed. I thought that this would be a situation where I would have to go in and make changes to the database directly (which falls under "unsupported" territory).

However, after some investigation, I found that actually was an easy process.

These steps are handy for situations where you may have misspelled the organization name or if a company name changes.

1) Ask users to be out of CRM or do this during a maintenance window
2) Make a SQL backup (always good advice)
3) On the CRM server, launch deployment manager
4) Navigate to Deployment Manager -> Organizations
5) Highlight the organization, right click and choose disable (if you are using enterprise version there may be more than one organization)
6) Once disabled, you will be able to edit the friendly name, you cannot change the database name.
7) Save and apply changes, after a few minutes the name will be changed
8) Enable the organization!

That is all there is to it. Shouldn't take more than 10 minutes.

And again, my apologies to the good folks using CRM at Mother Tuckers Kitchen. I promise to fix the issue on the my keyboard with "T"'s mixing up with the "F"'s

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