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Add a new organization

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You can add a new organization in the Dynamics 365 Customer Engagement (on-premises) deployment in the Organizations node of Deployment Manager.

Note

To add an organization, you must be a member of the domain where Dynamics 365 Customer Engagement (on-premises) is installed. You cannot add an organization as a member of a child or a trusted domain.

Tip

The procedure described here can be implemented by using a Windows PowerShell cmdlet. For more information, see the New-CrmOrganization command.

  1. In the Deployment Manager console tree, right-click Organizations, and then select New Organization to open the New Organization Wizard.

  2. On the Specify the Organization Settings page, enter the following information:

    • In the Display Name box, type the name of your organization.

    • In the Name box, keep the name that is automatically generated or type a unique name. The name is limited to 30 characters. Spaces and extended characters are not allowed.

    • Under ISO currency code, select Browse, select the ISO currency code for the base currency for the organization, and then select OK. You can change the currency's symbol, name, or precision.

    • In the Base Language list, select the base language for the organization. In Dynamics 365 Customer Engagement (on-premises), only the base language of the first organization is tied to the language of the server installation. All other organizations can have different base languages, but you must first install Dynamics 365 Customer Engagement (on-premises) Language Packs for the other language. For instructions about how to install a Language Pack, see Install and enable a Language Pack.

    • In the SQL collation list, keep the default selection or select a different collation that the organization database will use to sort and compare data characters.

    • The default SQL collation changes based on the base language selection. For more information, see Collation and Unicode Support.

  3. Select Next.

    Important

    After the New Organization Wizard is finished, you cannot change the organization name, base ISO currency code, or SQL Server database collation.

  4. On the Help Us Improve the Customer Experience page, select whether you want users in the new organization to be able to participate in the Customer Experience Improvement Program, and then select Next.

  5. On the Select SQL Server page, type or select the computer that is running SQL Server that will be used for the Dynamics 365 Customer Engagement (on-premises) database, and then select Next.

  6. On the Specify Reporting Services Server page, type the report server URL. (Make sure you use the Microsoft SQL Report Server URL, not the Report Manager URL.) Then, select Next.

  7. The System Checks page validates your organization.

    Failed tests must be corrected before a new organization can be added. If necessary, cancel the New Organization Wizard, fix the problem, resolve all errors, and then start the New Organization Wizard again.

    If no errors, or only warnings, appear, select Next.

  8. Review the Ready to Create page, and then select Create.

  9. On the New Organization page, select Finish.

See also

Manage organizations
Import an organization