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Edit an organization's attributes

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Before you can edit an organization, you must disable it. After you make the changes, re-enable the organization.

You can change the display name and SQL Server computer where the organization database is located. Also, you can change the Microsoft Dynamics 365 Reporting Extensions for SQL Server Reporting Services URL, which specifies where the Microsoft Dynamics 365 Reporting Extensions for SQL Server Reporting Services is installed.

You cannot change the name of the organization.

Tip

You can implement the procedure described here by using a Windows PowerShell cmdlet. For more information, see the Disable-CrmOrganization and Edit-CrmOrganization commands in the Microsoft Dynamics 365 Customer Engagement (on-premises) PowerShell Reference.

Edit an organization

  1. In the console tree, select Organizations.

  2. Right-click the organization you want to edit, select Disable, and then select Yes.

  3. Right-click the organization again, and then select Edit Organization.

  4. In the Edit Organization Wizard, change the following as necessary:

    • Display Name. Type a name for the organization.

    • SQL Server. Type the name of the SQL Server where the organization database is located. Be aware that, before you can change the SQL Server for an organization, the organization database must be located on the new SQL Server, attached, and available. The Edit Organization Wizard does not move the database for you. For more information about how to move a database in SQL Server, see Database Detach and Attach.

    • SQL Server Reporting Services URL. Type the URL of the computer that is running SQL Server Reporting Services where the Microsoft Dynamics 365 Reporting Extensions for SQL Server Reporting Services is installed.

  5. Select Next.

    The System Checks page appears. This page is a summary of all system requirements to create new organization settings. Failed tests must be corrected and all errors resolved before the settings can be applied. If necessary, cancel the Edit Organization Wizard, fix the problem, and then try again.

  6. When no errors, or only warnings, appear, select Next.

  7. On the Ready to Apply Changes page, select Apply.

  8. On the Edit Organization page, select Finish.

See also

Manage organizations
Disable or enable a server
Manage servers