How to change the default organization for a CRM user


The Organization that is retrieved when a user accesses CRM website depends on the sequence in which the user is added to the Organizations:

Say user 1 and user 2 belongs to CRM organizations – Org1 and Org2. When user 1 tries to access CRM application through web client, it takes him to Org1. When user 2 tries to access CRM application through web client, it takes him to Org2. Reason being, the CRM Organization which is rendered when the users hit the CRM website depends on the sequence in which they were added to the Organizations. Please see the explanation below: 

If user 1 is added to Org1 and then added to Org2, when this user tries to access CRM, it will render Org1 and not Org2. Similarly if user 1 is added to Org2 and then to Org1, when this user tries to access CRM, it will render Org2 and not Org1.

In order to test this, create 2 users – crmtest1 and crmtest 2. Add crmtest1 to Org1 and then to Org2. Now, when crmtest1 user hits the CRM web page, it renders Org1 but not Org2. Add crmtest2 to Org2 and then to Org1. Now, when crmtest2 user hits the CRM web page, it renders Org2 but not Org1, which is absolutely expected behavior.

If you want to change the default CRM Organization to which the user accounts belongs to, follow the steps below:-

  1. Create a dummy account, say crmdummy.
  2. Launch CRM website as CRM administrator. Launch CRM hitting the Org2. Browse to Settings – Administration – Users – crmtest1 account.
  3. Erase the user name field Domainname\crmtest1 and enter the dummy account information Domainname\crmdummy, hit on tab key on keyboard, enter the last name information and click on save button.
  4. Now try accessing the CRM website, this will take you to Org1 but not to Org2 anymore. Reason being, we have erased the crmtest1’s account information from the CRM database virtually.
  5. Now go back to the page where we remapped user1’s account (in above step). Erase the user name field Domainname\crmdummy and enter Domainname\crmtest1, hit on tab key on keyboard, enter the last name information and click on save button.
  6. Now try accessing the CRM website as User1, this will take you to Org1 but not to Org2 anymore. Reason being, we have erased the crmtest1’s account information from the CRM database virtually.

Comments (6)

  1. Khaja Mohiddin says:

    Hi Atif,

    The functionality you have mentioned above is perfect but not the solution.

    I feel changing the user names will not resolve the issue.

    Resolution:

    1.  Go to SQL Server where CRM installed

    Kindly change the GUID's

    1. Use MSCRM_CONFIG

    Select * from organization

    You can find the list of organization in your CRM.

    1.  Find the User’s Systemuserid

    Or

    You can also find the user GUID using this query:

    Use <<Your Organization>>_MSCRM

    Select systemuserid from systemuserbase where domainname = ‘domainuser’

    systemuserid = <6893E7A3-62B8-E011-AA60-000C292CBBE1>

    1. Find the User’s ID:

    Use MSCRM_CONFIG

    Select userid from systemuserorganizations where crmuserid = <6893E7A3-62B8-E011-AA60-000C292CBBE1> User ID <E0437EA7-9B8B-E011-9245-000C292CBBE1>

    1. Find the appropriate user in the systemuser table

    Select * from systemuser where id = ‘E0437EA7-9B8B-E011-9245-000C292CBBE1’

            – Update the systemuser table to reflect the desired defaultorganizationid

    1. Use MSCRM_CONFIG

    Update SystemUser set DefaultOrganizationId = '6893E7A3-62B8-E011-AA60-000C292CBBE1’ Where id = 'E0437EA7-9B8B-E011-9245-000C292CBBE1'

    DO IISRESET and access the CRM

  2. Hi Khaja,

    The steps you have mentioned are direct modification to the CRM databases which is not Microsoft recommended, and hence I have not mentioned in this blog…

    The steps i have mentioned above will change the default org of the CRM User. I have already tested and verified this in CRM 4.0 and CRM 2011.

    Thanks,

    Mohammad

  3. chitra says:

    Solution you mentioned did not work i tried more than 10 times in our environment…

  4. Atif says:

    @Chitra: I am not sure what steps you are following. I amhapy to show these steps to you in my servers where it always works.If that works for you?

  5. Nandini says:

    Hi Mohammed

    If org1 is the current default in an environment with org1 and org2. Will the default org setting automativally switch to org2 when org1 is deleted?

    Thanks,

    Nandini

  6. @Nidhi: Yes , you after deleting the Org , the other org will act as default Org in order. says:

    @Nidhi: Yes , after deleting the default Org , the other org will act as default Org and in order.

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