Creating Additional Organizations

When Microsoft Dynamics CRM is installed, the Microsoft CRM Server Setup
wizard prompts the Administrator for the default organization information. The
wizard, in turn, creates the organization record and adds it into the configuration
database.
Following installation of the Microsoft Dynamics CRM Enterprise Edition, any
additional organizations must be added by the CRM Administrator through a new
Organizations tool in Deployment Manager.

Perform the following steps to create a new organization using the Deployment
Manager's Organizations tool:

1. On your desktop, click the Start menu, click All Programs, click
the Microsoft Dynamics CRM program group, then click
Deployment Manager.
2. Click on the Organizations folder to view the existing
organizations.
3. To add a new organization, either right click on the Organizations
folder and select New Organization, or click Action on the menu bar
and select New Organization.
4. In the New Organization Wizard, on the Specify the Organization
Name window, enter the Organization name. The name cannot
include blank spaces or any unsupported characters.
5. When you tab out of the Organization name field, the same name is
prefilled in the Friendly name field. Change this value if required.
Note: You can add blank spaces back in to the Friendly name if
necessary. For example, if adding an organization record for
Northwind Traders, the organization name might be
“NorthwindTraders”, but the Friendly name could be “Northwind
Traders”.
6. The ISO currency code field specifies the base currency for the new
organization. Click the Browse button and select the new
organization's base currency. Click OK.
7. The Currency name and Currency symbol are prefilled based on the
selected base currency. Click Next.
8. On the Help Us Improve the Customer Experience window, select
whether this organization is willing to participate in the Customer
Experience Improvement program. Click Next.
9. On the Select SQL Server window, select from the drop down list the
Microsoft SQL Server that contains the CRM database. Click Next.
10. On the Specify Reporting Services Server window, the report server
URL is prefilled for you. Change this value if necessary. Click Next.
11. On the System Requirements window, review the results of the
verification tasks. If any errors occur, click Details for more
information. If necessary, click Back to correct any previously
entered information. If no errors occurred, click Next.
12. On the Ready to Create window, verify the organization information.
If anything requires change, click Back to correct the information. If
all the information is correct, click Create.
13. Click Finish once the New Organization is successfully created.
14. The new organization will appear in the Organizations folder.

Microsoft Dynamics CRM uses Active Directory for storing information
regarding:
• Users
• Client computers
• The Organizational Unit
• Security groups