Came in this morning to find a client had submitted a support request asking for a users surname to be changed. A simple task……
Problem is that even though it is simple to change the name in Active Directory, CRM will not allow you to change the profile in CRM. This is because when you create a user profile in CRM it keeps a copy of the GUID of the Active Directory record in the CRM user profile. So when you try and assign the profile to the new username, CRM thinks you are assigning it to a different active directory profile and wont let you save this. Obviously, you can setup a new user in AD and CRM to get around this, but this is not practical as all historical actions assigned to the previous profile will not be moved across to the new profile
Microsoft have provided a workaround for this, which i have tried this morning and does work so i thought i would outline the steps below
- Modify the user account in Active Directory. For example, change the user name, and then change the logon name.
- Open Microsoft Dynamics CRM 4.0 as a System Administrator user.
- Click Settings, click Administration, click Users, and then open the user record that you want to change.
- In the Domain Logon Name box, type an Active Directory user account that is not used by a Microsoft Dynamics CRM 4.0 user record.
Note If all the Active Directory user accounts are used by Microsoft Dynamics CRM 4.0 user records, create a temporary Active Directory user account.
- Click Save.
- In the Domain Logon Name box, type the Active Directory user account. Then, click Save and Close.
Note The Active Directory user account that you type in this step is the account that is used by a Microsoft Dynamics CRM 4.0 user record. The Microsoft Dynamics CRM 4.0 user record is the record for which you want to change the user name and the logon name in Microsoft Dynamics CRM 4.0.
Hope this helps