Book Image

Microsoft Dynamics CRM 2011 Cookbook

By : Dipankar Bhattacharya
Book Image

Microsoft Dynamics CRM 2011 Cookbook

By: Dipankar Bhattacharya

Overview of this book

Without a comprehensive understanding of deployment scenarios and steps, it is really difficult to install and maintain Dynamics CRM 2011 within complex IT infrastructures. Done badly, it can cause serious future maintenance and optimization issues. Administration of CRM systems is equally complex and important; unless efficiently done, it can create fuss in the system and potentially bring down end user satisfaction. Configuration and customization of the system has to be done very carefully too so that it can meet the functional needs appropriately.“Microsoft Dynamics CRM 2011 Cookbook" is a hands-on guide, providing clear, step-by-step instructions to deploy, maintain, optimize, and administer Dynamics CRM 2011 along with advanced configuration and customization processes, to give us a strong advantage in creating successful CRM applications.This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.You will learn from a range of deployment and maintenance topics such as how to configure CRM to use claim-based authentication using AD FS, how to enable tracing in CRM servers, how to recover from server failures, and how to optimize server performance. This book will also discuss how to schedule Data Duplication detection jobs, enable auditing, export and import managed/unmanaged solutions, create 1:N, N:1, or N:N relationships between entities, configuring role based forms, adding a new button in the ribbon, SharePoint integration with CRM, and configuring a dialog or workflow.You will learn everything you need to know, from deployment, administration, and maintenance to configuration, integration, and customization for your Dynamics CRM 2011 application.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

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