Creating a New Organization in MS Dynamics CRM 2011

AIM:This post will guide you through step by step to create a new organization in Microsoft Dynamics CRM 2011. 

Pre requisites

The following are required to create an Organization in CRM:

• The user must be a deployment administrator in CRM.
• The user must be able to login to the CRM server machine.
• SQL server and report sever should be up and running (Dynamics CRM Data Connector should be installed).

Running the Deployment Manager

• Go to the start menu, under "Microsoft Dynamics CRM 2011" folder click on the Deployment Manager SnapIn.
• Only deployment managers will be able to view the snapin as shown below. 
• On the left navigation pane, right click on ‘Organizations’ and then click on ‘New Organization’.

 

 

Organization Settings

• On Clicking ‘New Organization’, a pop up like the below image is displayed.
• Provide the Organization ‘Display Name’ here. For e.g. 'My CRM Org'.
• The ‘Unique Database name’ will be filled automatically once the ‘Display Name’ is entered.
• The other fields should be left as they are. Changes to currency and collation are required rarely.
• Base currency cannot be changed once the org is created.

 

 SQL Server Configuration

• Enter the SQL server name which will store the CRM data.

Reports Server Configuration

• Enter the Reports server name which will host the CRM reports.

  

System Validation

• The Organization wizard runs the SQL and SSRS validations.
• There should be no errors here.
• Click next once this is done.

 

 

 

Organization Summary

• The wizard summarizes the configuration settings before we create the organization. 
• Once the configuration is verified by the user, press the ‘Create’ button.
• The wizard displays a progress bar during the creation of the organization.
• The organization is usually created within 5-20 minutes.
• That’s all there is to it!! The organization is created and ready to be accessed now.
• The Deployment manager will have access to the organization with System Administrator role.
• Other users will have to be added to the organization before they can use it.
• Access the organization with the URL as:  http://servername:port/NewOrganizationName