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How to create an organization automatically? RRS feed

  • Question

  • I am trying to create an organization automatically when a Lead is converted to opportunity.Is it possible?

    Please help me if it's possible....

    Tuesday, May 15, 2012 4:05 AM

Answers

All replies

  • Hi v_crm,

    Are you referring to creating a physical CRM Organization? If so, have a look at the Deployment Web Service http://msdn.microsoft.com/en-us/library/gg327886.aspx

    The CRM SDK also has a Powershell script to Create the Organization.

    You can locate the file under 

    SampleCode\PS1\ConfigureWebAddressSettings.ps1

    Hope this helps.


    Dimaz Pramudya - CRM Developer - CSG (Melbourne) www.xrmbits.com http://twitter.com/xrmbits

    Tuesday, May 15, 2012 4:30 AM
  • Thanks for help,

    I got most of the things to work from the link you have provided.

    I wanted to ask one more thing;

    What is Physical CRM Organization? As I have no idea.

    I have to do that for On-Premise CRM.

    Tuesday, May 15, 2012 5:59 AM
  • Hi V_CRM,

    Could you share some details for your requirement, what do you mean by organization here, are you refereing CRM organization ?? or you are refering to create account entity record, when lead is converted to opportunity.


    Mahain : Check My Blog
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    Tuesday, May 15, 2012 6:07 AM
    Moderator
  • What I meant by Physical CRM Organization is the actual CRM Organization. A single CRM installation can cater for multiple tenants. Each instance that the tenant has access to is called Organization.

    Is this what your requirements all about? It seems a bit overkill if you want to create new organization for your tenant while they are still in the opportunity stage.


    Dimaz Pramudya - CRM Developer - CSG (Melbourne) www.xrmbits.com http://twitter.com/xrmbits

    Tuesday, May 15, 2012 6:12 AM
  • Hi Mahendar,

    Yes,I want to create fresh organization using deployment manager or if there is something else helpful than deployment manager,whenever a lead is converted or qualified to opportunity or opportunity = won.

    I am trying to use powershell scripts to create the organization as i explained you in above lines.

    Tuesday, May 15, 2012 6:14 AM
  • I want to create fresh organization using deployment manager or if there is something else helpful than deployment manager,so as whenever a lead is converted or qualified to opportunity or opportunity = won.

    I am trying to use powershell scripts to create the organization as i explained you in above lines.

    Tuesday, May 15, 2012 6:32 AM
  • Good stuff. Let us know how you go.

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.


    Dimaz Pramudya - CRM Developer - CSG (Melbourne) www.xrmbits.com http://twitter.com/xrmbits

    Tuesday, May 15, 2012 6:36 AM
  • Hi,

    I am not sure what is your actual requirement but why you want to create an new organization when every lead is converted to opportunity, is there any specific reason for this ??.


    Mahain : Check My Blog
    Follow me on Twitter
    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    Tuesday, May 15, 2012 6:40 AM
    Moderator
  • Hello,

    You can use deployment webservices for organization creation - http://msdn.microsoft.com/en-us/library/gg327886


    Microsoft CRM Freelancer

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    Tuesday, May 15, 2012 6:48 AM
    Moderator
  • Finally, I got what I was in need of.

    I really feel relaxed after going through the link that you provided me.

    Want to be in contact with you for further help.May I?

    Thanks for your reply...:-)

    Tuesday, May 15, 2012 7:18 AM
  • Finally, I got what I was in need of.

    I really feel relaxed after going through the link that you provided me.

    Want to be in contact with you for further help.May I?

    Thanks for your reply...:-)

    You can always find me here, at forums.

    Personal help is not free from my side except using forums.


    Microsoft CRM Freelancer

    My blog (english)
    Мой блог (русскоязычный)
    Follow Andriy on Twitter

    Tuesday, May 15, 2012 7:22 AM
    Moderator
  • Hi Andrii,

    Please tell me where to find deployment svc endpoint as it is not listed in the CRM 2011.

    Tuesday, May 15, 2012 11:18 AM