User Name Update

(1) Share

Report

Posted on by Pega

365

Hi,

One of our user will have a new last name therefore her email address will be different. Since we are using email address as User Name I need to modified . In Dynamics CRM Online I updated her primary email address but the User Name is protected. I assume this has to be done by the Admin from Office 365. Do we have to delete the user and re-create it or is it possible to just update her username?

Once the username is updated, what will happens to all her records in Dynamics? Will they remain her? will I need to reassign the records?

Anything else I need to be aware of?

Thanks for your feedback.

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (2)

Verified answer

Alex Dan 365 73 on at

Like (0)

Report

Hi,

Yes, the user name and last name must be changed from Office 365 Admin center. You have to create an alias and set it as primary (for new logon user) and edit display name, but you will have to consider the following.

If this user has Skype for Business, they'll need to reschedule any Skype for Business meetings they organized and tell external contacts to update the contact information for them.

This user will also need to update their user name in any apps they use, like Outlook, OneDrive, and any mobile apps.

Make sure you tell the user about these changes.

If you decide for the changes, after applied, the user has to sign out and login back.

Wait 24 hrs. for replication of the new user info. to all apps.

Steps with screenshots - support.office.com/.../Change-a-user-name-and-email-address-in-Office-365-fb5ac074-e203-4e1f-9843-b9d1a3e03297;rs=en-US&ad=US

For more info - msdn.microsoft.com/.../hh670617.aspx

technet.microsoft.com/.../dn973004.aspx

Cheers,

Alex

Was this reply helpful? Yes No
Pega 365 on at

Like (0)

Report

How will this affect the records assigned to the user after updating the user name?

Was this reply helpful? Yes No
Alex Dan 365 73 on at

Like (0)

Report

Hi,

The owner field will be updated with the new user name, but all created records will remain in the database.

It might take a little bit of time for changes to sync from Office 365 to CRM.

Was this reply helpful? Yes No
Verified answer

Yadnyesh Kuvalekar 4,102 on at

Like (0)

Report

Hi,

You cannot modify username field once it is created. So in that case you will need to delete and recreate the user.

If you want to change first/last name, then you will need to update user's display name in O365 Admin portal and it will be reflected in CRM environments.

Changing of display name will have no impact on the records which are owned by the user. Also, if you delete the user from O365, it will still remain in CRM as a disabled user. Hence if you want to reassign those records to newly created user, you can easily do that with Assign feature.

Kindly mark Suggested Answer checkbox if my answer resolves your query.

Was this reply helpful? Yes No
Suggested answer

Mahendar Pal 45,095 on at

Like (0)

Report

Hi,

Yes, you can change user name from CRM online portal and you need to be office 365 Admin for this. Also changing last name won't make any difference to owned records.

Thanks

Was this reply helpful? Yes No