ProTip: Rename your CRM Organization in Outlook

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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.



Post by: Scott Sewell, Customer Effective

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