Friday, December 19, 2008

Changing the Domain and/or Username in CRM 4.0

09:00 12/16/2008, Luke Simpson wrote this

Microsoft has changed the way administrators may alter an existing user's Domain and/or Username in CRM 4.0.  A knowledge base article exists with detailed instructions, which can be found here: http://support.microsoft.com/kb/930853.

 Here is a quick synopsis of the procedure:

  1. Modify the user account in Active Directory. For example, change the user name, and then change the logon name.
  2. Open Microsoft Dynamics CRM 4.0 as a System Administrator user.
  3. Click Settings, click Administration, click Users, and then open the user record that you want to change.
  4. In the Domain Logon Name box, type an Active Directory user account that is not used by a Microsoft Dynamics CRM 4.0 user record.
    ~~This should just be any AD user on the network that is not using CRM.  It is just a placeholder.

    Note If all the Active Directory user accounts are used by Microsoft Dynamics CRM 4.0 user records, create a temporary Active Directory user account.
  5. Click Save.
  6. In the Domain Logon Name box, type the Active Directory user account. Then, click Save and Close.  
    ~~This should be the new Username that you wish to use.

    Note The Active Directory user account that you type in this step is the account that is used by a Microsoft Dynamics CRM 4.0 user record. The Microsoft Dynamics CRM 4.0 user record is the record for which you want to change the user name and the logon name in Microsoft Dynamics CRM 4.0.

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