How to Change your Microsoft CRM Online Friendly and URL name


There were a few occurrences in the past that some Microsoft CRM clients asked me if they can change their CRM Online Display Name and/or URL that they had setup during the 30 Day Trial.  Most often, they would prefer a shorter name vs. their full company name with the Inc., Company, etc. that they had entered in during Trial setup.  This was not an easy task and involved creating a brand new trial environment in the past.

The good news is that with the latest Office 365 Portal – it is super easy to update the Microsoft Dynamics CRM Online Display Name and/or URL name.  Here is how:

  • Login to the Office 365 Admin Center with a Office 365 Administrator account
  • Click on “service settings”, then click on “dynamics crm” and then click on “Manage Dynamics CRM settings”:

image

  • Select the instance (only if you have more than one) and click on the “Edit Settings” button

image

  • Here is where you can update your CRM Online’s Friendly name and/or URL name.

Note:

image

 

Review this link for more details.

 

Frank Lee, CRM MVP since 2006
Workopia, Inc. – CRM Online Specialist

Advertisements

About Microsoft Dynamics CRM Online

Microsoft Dynamics CRM and CRM Online specialist. Microsoft CRM MVP since 2006
This entry was posted in CRM Online, Microsoft CRM, Microsoft Dynamics CRM, Office 365 and tagged , , . Bookmark the permalink.

2 Responses to How to Change your Microsoft CRM Online Friendly and URL name

  1. Suzanne says:

    Frank, I have the same issue. Our trial was set up by a person who no longer works for our company, and he set it up using his name, so our corporate CRM’s URL is now this ex-employee’s name. I would like to change our URL to our company name. But, I do not get that screen with the “service settings” option…mine looks different. I have an option for Domains, but no option to change it. What am I doing wrong?

  2. Hi Suzanne,

    I would check your login for the Office 365 Portal and ensure you have the full Admin rights. After that I would contact Office 365 Support to get acess.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s