Question

Deleting Users from Microsoft CRM v3.0

Asked by: bucball2007

Good Morning ~

I am fairly new to Microsoft CRM, and I have been searching for an answer to this question with no luck. Since Microsoft CRM is linked to Active Directory, if you delete the AD account for an old employee, it causes problems with all accounts associated with their user account in CRM.  So, how do you resolve this?  We have been told you cannot delete a user account in CRM, but we cannot continue to keep their AD account on the network side.  

What are the proper steps to delete the CRM account so that we can delete their AD account?

Thanks in advance...

This Question has been solved and asker verified All Experts Exchange premium technology solutions are available to subscription members.

Subscribe now for full access to Experts Exchange and get

Instant Access to this Solution

  • Plus...
  • 30 Day FREE access, no risk, no obligation
  • Collaborate with the world's top tech experts
  • Unlimited access to our exclusive solution database
  • Never be left without tech help again

Subscribe Now

Asked On
2007-09-11 at 06:52:47ID22820303
Tags

crm

,

user

,

delete

,

microsoft

Topic

CRM Software

Participating Experts
2
Points
125
Comments
7

Trusted by hundreds of thousands everyday for fast, accurate and reliable tech support.

  • "The time we save is the biggest benefit of Experts Exchange to Warner Bros. What could take multiple guys 2 hours or more each to find is accessed in around 15 minutes on Experts Exchange." Mike Kapnisakis, Warner Bros.
  • "Our team likes having a resource that is more secure than just using Google and most experts using this service really know their stuff. It's nice to look here first versus using Google." Dayna Sellner, Lockheed Martin
  • "Anytime that I've been stumped with a problem, 9 out of 10 times Experts Exchange has either the accepted solution or an open discussion of the potential solution to the problem." Kenny Red, eBay Inc.

See what Experts Exchange can do for you.

Got a question?

We've got the answer.

Experts Exchange has been collecting answers to technology questions since 1996…3 million and counting! If you have a question, chances are we already have your answer.

Screenshot of Experts Exchange Knowledgebase

Need individual assistance?

Our experts are ready to help.

If you can't find the exact answer you're looking for, ask our exclusive community of 50,000 experts. You’ll get a personalized answer from a trusted professional.

Screenshot of Experts Exchange Knowledgebase

Want to learn from the best?

Read articles from industry experts.

Thousands of free tech tips, tricks, how-to’s and tutorials are available in our peer reviewed articles section. See for yourself how smart our experts are, no login required.

Screenshot of an Article

Working on a long term project?

Store your work and research.

Save solutions to your questions, answers you’ve discovered through searching plus helpful articles in your personal knowledgebase for easy future access.

Screenshot of Experts Exchange Knowledgebase

Access the answers to your technology questions today.

Subscribe Now

30-day free trial. Register in 60 seconds.

What Makes Experts Exchange Unique?

Members of the expert community talk about why the experience at Experts Exchange is different than what you will find anywhere else.

Trusted by the world's most respected brands.

image of each brand's logo

Faithfully serving IT professionals since 1996.

Experts Exchange Logo

Try it out and discover for yourself.

Subscribe Now

30-day free trial. Register in 60 seconds.

Related Solutions

  1. Troubles migrating CRM v3.0 DBs to staging environment
    Staging environment suffered major AD failure. I am rebuilding it. This is not SBS environment. We were a CRM 1.2 shop, upgraded to v3.0 two weeks ago. Databases reside on a separate server. Backed up databases and restored to staging SQL server and DB import was succ...
  2. Authentication Error after CRM Rebuild
    We had to rebuild our Microsoft CRM 3.0 server, and after re-installing SQL Server 2005, CRM, and successfully restoring the databases (and IIS=related files), we are now getting an authentication error in the browser. Note that the original AD security groups in AD were acci...
  3. CRM 4.0 needs restarting every morning
    Hello, We currently have a Windows 2003 x64, Xeon 2.0 GHz, 4GB RAM server running Microsoft Dynamics CRM 4.0. When everything is working, it runs smoothly and we love the program. However, every morning, both the Web Portal AND the Outlook clients that we have installed ...
  4. Deleting Users from Microsoft CRM v3.0
    I understand Users created in Microsoft CRM v3.0 cannot be deleted only deactivated, when deactivating a user in CRM, you would normally reassign records, check for any possible tasks or entries in the calendar and if found assign them to other CRM Users, then finally disable...
  5. Creating a development CRM environment
    I have a CRM 4 Professional server currently residing on my SBS 2003 Premium domain. The CRM system sits on a seperate server from the SBS box and is joined as a member server. It collects its AD info from the main SBS box (this was how we created our users, etc). What I'...
  6. CRM admin
    I have a request froma a user to transfer all accounts,contacts and open opportunities from one CRM user to another. Is this possible to do all of them at once? or what would be the best way to do it? I am new to CRM so dont know it well. Thanks ConSol IT

Free Tech Articles

  1. WARNING: 5 Reasons why you should NEVER fix a computer for free.
    It is in our nature to love the puzzle. We are obsessed. The lot of us. We love puzzles. We love the challenge. We thrive on finding the answer. We hate disarray. It bothers us deep in our soul. W...
  2. SCCM OSD Basic troubleshooting
    SCCM 2007 OSD is a fantastic way to deploy operating systems, however, like most things SCCM issues can sometimes be difficult to resolve due to the sheer volume of logs to sift through and the dispe...
  3. Migrate Small Business Server 2003 to Exchange 2010 and Windows 2008 R2
    This guide is intended to provide step by step instructions on how to migrate from Small Business Server 2003 to Windows 2008 R2 with Exchange 2010. For this migration to work you will need the fo...
  4. Create a Win7 Gadget
    This article shows you how to create a simple "Gadget" -- a sort of mini-application supported by Windows 7 and Vista. Gadgets can be dropped anywhere on the desktop to provide instant information, ...
  5. Outlook continually prompting for username and password
    There have been a lot of questions recently regarding Outlook prompting for a username and password whilst using Exchange 2007. There are a few reasons why this would happen and I will try to cover t...
  6. Backup Exchange 2010 Information Store using Windows Backup
    There seems to be quite a lot of confusion around the ability to backup Exchange 2010 using the built in Windows Backup feature. This stems from the omission of this feature prior to Exchange 2007 s...

Cloud Class Webinars

  1. Avoiding Bugs in Microsoft Access
    Alison Balter takes and in-depth look at avoiding bugs in Access. In this webinar you will learn about using the immediate window to debug your applications, invoking the debugger, using breakpoints to troubleshoot, stepping through code, setting the next statement to execute, ...
  2. Top 10 Best New Features in Visio 2010
    Scott Helmers gives live demonstrations of the top 10 new features in Visio 2010. This webinar will teach you how to create compelling diagrams by adding shapes to the page with a single click, linking the shapes in a diagram to data in Excel (or SQL Server, or SharePoint), ...
  3. IT Consultant Business Secrets Revealed
    Michael Munger, Experts Exchange tech pro and IT consultant, pulls back the curtain on his very successful businesses and answers question on every IT consultant and business owner should know about. He shares secrets on what he did to solve the 5 most common problems in IT, ...
  4. Disaster Recovery and Business Continuity
    Quest CTO, Mike Billon, gives an overview of the steps involved in building a dunamic disaster recovery plan. Through case studies and an examination of software/hardware tooles for monitoring and testing, you'll gain a better understandin of where you are, where you want ...
  5. Organize Your Visio Diagrams with Containers and Lists
    Scott Helmers uses cross functional flowcharts, wireframe diagrams, data graphic legends and seating charts to teach you: how to ustilize all three new structured diagram components in Visio 2010, the best practices for organizeing shapes in previous version of Visio, how to organize ...
  6. How to Us Objects, Properties, Events and Methods in Microsoft Access
    Alison Dalter gives an in-depbth look at objects, properties, events and methods in Microsoft Access. In this webinar you will learn about using the object browser, referring to objects, working with properties and methods, working with object variables, understanding the ...

Join the Community

Give a Little. Get a Lot.

Join the community of experts here and help other tech pros by answering question in your area of expertise. You can earn FREE access to all Experts Exchange's premium features and resources.

Join the Community

Answers

 

by: rfgkevPosted on 2007-09-17 at 05:07:47ID: 19904210

1. If you need any of the associated contacts/accounts, reassign them to another user.
2. Disable the user

Instead of deleting the AD account, you could just disable it and remove all security roles from it.

 

by: bucball2007Posted on 2007-09-17 at 07:14:47ID: 19905057

The only problem with that is with the sales team they don't always know exactly who is gong to replace that person for weeks or even months.  

I reference to the AD account...our network administrator team does not want to have to manage a bunch of disabled users.  It's much cleaner for them to delete the accounts.  What problems occur if we do this?

 

by: rfgkevPosted on 2007-09-17 at 23:49:54ID: 19910670

you should be able to disable the crm user then delete the ad account, leaving all the contacts/accounts associated to that user. when you're new guy comes in you can transfer them over.

 

by: bucball2007Posted on 2007-09-18 at 09:31:11ID: 19914392

I have two questions to follow-up with that solution...(1) what happens if these users return?  Once their AD account is recreated, can I re-enable their old CRM account, or would I have to recreate a new account?, and (2) is it okay to actually delete CRM accounts?  A couple of years into having this system in production I could see the disabled users growing and growing.  Are there aren issues if you delete a CRM account?

 

by: rfgkevPosted on 2007-09-18 at 11:24:16ID: 19915354

crm users are linked to ad accounts by the domain name, recreate the ad account with the same name and it should just work.

you can delete them manually, but you need to ensure you delete or  reassign everything related to the user. all activities, cases, orders, everything, even closed ones. you'll have to anually update the database to do it but you'l have to manually remove the user's database record anyway.

 

by: Scar_uaPosted on 2007-09-18 at 12:29:35ID: 19915855

>rfgkev
>>crm users are linked to ad accounts by the domain name, recreate the ad account with the same
>>name and it should just work.

Looks like It does not work (just have the same problem here): CRM users are linked to AD accounts by AD UID, not domain name.
As a result, as soon as you delete user account in AD and disable appropriate CRM user, this link is broken. Creating new AD account with the same domain name will have different UID and will not be related with old CRM user.

Moreover, CRM will not be able to enable disabled CRM user in this case (at least, that what I got on my system). Restoring the deleted AD user should help in this situation, though: http://support.microsoft.com/default.aspx/kb/840001
So I recommend to be careful with AD accounts deleting even for deactivated CRM users.

>>bucball2007:
>>...(1) what happens if these users return?  Once their AD account is recreated, can I re-enable their
>>old CRM account, or would I have to recreate a new account?, and
>>(2) is it okay to actually delete CRM accounts?
sounds like you are asking about CRM users (not accounts). In CRM 3.0, it is not possible to _delete_ a user; user can be deactivated only:
http://crmuser.blogspot.com/2007/02/deleting-users-from-ms-dynamics-crm.html
http://groups.google.com/group/microsoft.public.crm/browse_thread/thread/bb217f86f58b43a7/a98ecc9d72d39dd8

 

by: bucball2007Posted on 2007-09-18 at 13:46:18ID: 19916463

Thank you...that answers all of my questions.  :)

20120131-EE-VQP-002

3 Ways to Join

30-Day Free Trial

The Experts

98% positive feedback on 31,087 answers since March 2000. angeliii is a Microsoft Most Valuable Professional for his work with MS SQL Server & Develoment.

He has also proven his knowledge of Visual Basic Programming, PHP Scripting and Oracle Databases.

The Experts

97% positive feedback on 10,752 answers since July 2000. lrmoore has more than 18 years experience in the networking industry.

The six-time Mircosoft MVPs specialties include firewalls, virtual private networking, and network management.

Testimonials

"...and excellent source for support... Kind of like having your very own IT dept." Electriciansnet

Testimonials

"I was apprehensive at signing up at first. However... it has already made my life as an IT administrator much easier." JaCrews

Testimonials

"WOW! You guys have great, active, and knowledgeable people on here." moore50

Business Clients

Business Clients

In the Press

"If you’ve got a question... Experts Exchange can supply an answer.”

In the Press

"...an invaluable aid for both IT professionals and those who require tech support."

In the Press

"where IT professionals provide quick answers on just about any topic"

Business Account Plans

Loading Advertisement...