Change Web Site for Dynamics CRM Default Web Site: A Complete Guide

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Introduction

Welcome to our comprehensive guide on changing the web site for Dynamics CRM default web site. With the ever-changing digital landscape, it’s essential to keep your CRM updated to meet the needs of your business. In this article, we will discuss how to change the default web site for Dynamics CRM and explain the necessary steps to implement this change.

CRM, or Customer Relationship Management, is a software designed to manage customer relationships and interactions with clients. Dynamics CRM is a popular CRM software used by businesses worldwide. The default web site is the primary site that displays all the components of the Dynamics CRM application. By changing the default web site, businesses can customize the user interface and tailor it to their specific needs.

Before we dive deep into the topic of changing the web site for Dynamics CRM default web site, let us first understand the importance of this change.

The Importance of Changing the Web Site for Dynamics CRM Default Web Site

Customizing your Dynamics CRM default web site provides several advantages, including:

Advantages	Explanation
Improved User Experience	Changing the default web site enhances the user experience by making the UI more intuitive and easy to use.
Better Branding	Customizing the web site allows businesses to showcase their branding and make the CRM look more professional.
Streamlined Processes	Changing the default web site can help streamline business processes by presenting only the relevant information and components.

Now that we have established the importance of changing the web site let us proceed to the steps involved in making this change.

Steps to Change Web Site for Dynamics CRM Default Web Site

Step 1: Create a New Web Site

The first step in changing the default web site is to create a new web site. Here are the steps:

Open the IIS Manager on the Dynamics CRM server.
Click on “Sites” in the left navigation pane and select “Add Website” in the “Actions” pane.
In the “Add Website” dialog box, enter the following details:

Site name: Enter a unique name for the new web site.
Physical path: Specify the path where the new web site files will be stored.
Port: Specify a unique port number for the new web site.
Host name: Enter the host name for the new web site.

Click on “OK” to create the new web site.

Step 2: Copy the CRM Web Files

After creating the new web site, the next step is to copy the CRM web files to the new web site folder. Follow these steps:

Open Windows Explorer and navigate to the folder where Dynamics CRM is installed.
Copy the “CRMWeb” folder and paste it into the new web site folder created in step 1.

Step 3: Configure CRM to Use the New Web Site

The next step is to configure CRM to use the new web site. Here’s how:

Open the Deployment Manager in Dynamics CRM.
Click on “Web Addresses” in the left navigation pane.
Click on “New” in the “Actions” pane.
In the “Add Web Address” dialog box, enter the following details:

Display name: Enter a name for the new web address.
Web application server: Select the server where the new web site is located.
Port: Specify the port number for the new web site.
Web address: Enter the full URL of the new web site.

Click on “OK” to save the new web address.

Step 4: Set the New Web Site as Default

The final step is to set the new web site as the default. Follow these steps:

Open the IIS Manager on the Dynamics CRM server.
Click on “Sites” in the left navigation pane and select the new web site.
Click on “Bindings” in the “Actions” pane and add a new binding for the new web site.
Set the Type to “http”
Specify the IP address of the server hosting the new web site.
Set the Port to the port number of the new web site.
Click on “OK” to save the new binding.

Frequently Asked Questions

Q1. Why should I change the default web site for Dynamics CRM?

Customizing the default web site enhances user experience, improves branding, and streamlines business processes.

Q2. What is the default web site in Dynamics CRM?

The default web site is the primary site that displays all the components of the Dynamics CRM application.

Q3. How many steps are involved in changing the default web site for Dynamics CRM?

Four steps are involved in changing the web site for Dynamics CRM default web site.

Q4. Can I use an existing web site to replace the default web site?

Yes, you can use an existing web site to replace the default web site by following the same steps mentioned in this article.

Q5. Can I customize the new web site I created?

Yes, you can customize the new web site to tailor it to your specific needs.

Q6. What if I face issues during the change process?

You can contact the Dynamics CRM support team for assistance with any issues that you may face during the change process.

Q7. Can I revert to the old default web site after making the change?

Yes, you can revert to the old default web site by changing the web address back to the original in the Deployment Manager.

Conclusion

Changing the web site for Dynamics CRM default web site is a simple process that can have a significant impact on your business. By following the steps mentioned above, you can customize the user interface, improve branding, and streamline business processes. The new web site is easy to set up and offers a greater degree of flexibility to businesses.

We hope this article has been informative and helps you successfully change the web site for Dynamics CRM default web site.

Closing Disclaimer

The information provided in this article is intended to serve as a guide for changing the web site for Dynamics CRM default web site. The author and publisher of this article do not assume any liability or responsibility for the accuracy, completeness, or usefulness of the information contained herein. Users should consult with a professional before making any changes to their Dynamics CRM default web site.