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CRMWingman

Self Service rename

Posted By

Hi,

A new customer of mine is making quite a bit of use of self service to allow their customers to choose meeting dates off a planner. This was done prior to coming to us. One thing they want to do is change the self service URL.


At the moment, when on the live system they come to a URL like:

crm.mycompany.com/crmselfservicedemo

What's involved in changing the crmselfservicedemo name to something more fitting? I know there are hardcoded links in the code, but I can deal with those and also hardcoded links in some of their customisations, but what's needing to be changed in IIS to alter the name?

Thanks,

  • 0

    Hi Lee

    All you need to do is copy the CRMSelfServiceDemo folder and then give it a new name in IIS create a new application pool for the site with the same settings as the CRM one and then create a new application under the default website giving it the alias you want it to be and then the phyical path will be the folder you copied from the demo site. You then need to make sure the web site has the same settings as the CRMSelfServiceDemo (main thing is make sure enable parent paths is set to true for ASP.

    I tend to do it this way and then you can always look at the demo site for the settings if you have any problems.

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