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May 04, 2012
ProTip: Rename your CRM Organization in Outlook
When a CRM instance is provisioned, a name is created for the organization – but since that name must be unique, we often see some awkward or unmemorable names – which then show up in Outlook. – But these names can be changed (even for CRM Online users) – at the client level:
To change this on a PC, close outlook and launch the CRM 2011 Outlook Configuration Wizard. Choose your organization and then click “Edit”
Edit the “Display Name” Click Ok/OK and then restart outlook – once it restarts, it will have the new/improved name in the navigation bar.
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This tip is a work-around to the challenge of not being able to edit a CRM Online Organization's "Friendly Name".
Of course, if you're on-premise - you can simply edit the Friendly Name in CRM Deployment Manager.
Posted by: Scott Sewell | May 07, 2012 at 07:53 AM