Edit properties of an instance
Applies to Dynamics 365 for Customer Engagement apps version 9.x
Administrators can edit properties of a Dynamics 365 for Customer Engagement instance, such as the friendly name, URL, and the purpose. However, instances that are being provisioned cannot be edited, and disabled instances must be enabled before they can be edited.
Edit an instance
Browse to the Microsoft 365 admin center and sign in using Office 365 Global administrator credentials.
Click Admin centers > Dynamics 365.
Choose the Instances tab.
Select the instance that you want, and then click Edit.
Select any of the following field values that you want to change.
Name. This is typically the name of your organization and is displayed in the Dynamics 365 for Customer Engagement application. After you save the change, it may take up to 5 minutes for the friendly name to appear in the application.
URL. The URL is used to construct the URL for users to sign in to Dynamics 365 for Customer Engagement apps. We recommend that you limit the length of the URL name to reduce the overall length of the URL.
There are important tasks that you must communicate to your Dynamics 365 for Customer Engagement apps users immediately following a URL name change.
For users of the web application, send information that includes the new URL with instructions about how to bookmark it.
For users of Dynamics 365 for Outlook Online, the following two tasks must be completed in the order specified here:
- Synchronize offline data. Dynamics 365 for Outlook users connected to this instance who work offline must synchronize by using the previous URL. If you run the Configuration Wizard and change the URL before completing this step, offline data may be lost.
- Run the Configuration Wizard. After a URL name change is saved and any offline data is synchronized, users of Dynamics 365 for Outlook must run the Configuration Wizard to update the URL.
After a URL name change is saved, all users who access that instance must be notified of the change. Users will be able to access the instance for up to 24 hours by using the previous URL. After the 24-hour period has passed, the previous URL will not work.
Notice that interim URL names are discarded when there are multiple changes within 24 hours. For example, consider the following situation:
The original URL of your instance is fourthcoffeesales.crm.dynamics.com.
Using the instance picker, you change the URL name from fourthcoffeesales.crm.dynamics.com to fourthcoffeemktg.crm.dynamics.com.
Within 24 hours of the URL name change, you change the URL name again, this time from fourthcoffeemktg.crm.dynamics.com to fourthcoffeesalesandmktg.crm.dynamics.com.
In this situation, the first URL name change to fourthcoffeemktg.crm.dynamics.com will be immediately removed from the system. The new URL, fourthcoffeesalesandmktg.crm.dynamics.com, will become active. Additionally, the original URL, fourthcoffeesales.crm.dynamics.com, will be active for up to 24 hours.
Purpose. This value is used to associate the instance with a specific intent and is only displayed in the Manage your Dynamics 365 instances page, which is accessed through the Dynamics 365 admin center. For example, if this instance is for exclusive use by your sales and marketing departments, you can enter Contoso Sales and Marketing or, if the instance is for development and testing, enter a relevant name such as Contoso Development.
Security Group. This value is used to determine the security group that includes the users who will have access to this instance of Dynamics 365 for Customer Engagement apps. Learn more: Control user access to instances: security groups and licenses
If you do not specify a security group, all users who have a Dynamics 365 for Customer Engagement apps license will be added to this instance.
Add an instance to your subscription
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Manage Dynamics 365 for Customer Engagement apps (online) Sandbox instances
Manage subscriptions, licenses, and user accounts
Manage storage for Microsoft Dynamics 365 for Customer Engagement apps (online) User session and access management
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