Add and edit multiregional instances

Dynamics CRM 2016
 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics CRM Online

For multinational companies with employees and customers distributed around the world, you can create and manage Microsoft Dynamics 365 (online) instances specific to your global regions. You can create an instance in a different region than where your Dynamics 365 (online) tenant resides. Local instances can provide quicker data access for users in that region. Be sure to read A multi-instance deployment to understand the features of multiple instances.

Purchase the Dynamics 365 (online) instance on the Microsoft online services portal Purchase subscriptions page. You must have an active Microsoft Dynamics 365 (online) account to complete the purchase. Additional storage and instances can be purchased by customers who have a paid Microsoft Dynamics 365 (online) Professional or Microsoft Dynamics 365 (online) Enterprise subscription.

You must have an Office 365 Global administrator or Dynamics 365 (online) System administrator role to do these tasks. For more information, see Assigning admin roles.

System_CAPS_noteNote

To request the ability to create Microsoft Dynamics 365 (online) instances (production and non-production) in more than one geographical region, please contact your account manager or Help & Training: Technical Support.

During the initial configuration an instance, you can accept the default values, or enter different values to create a Microsoft Dynamics 365 (online) instance.

  • Region. Choose from the following: Asia Pacific (APAC); Canada (CAN); Europe, Middle-East, Africa (EMEA); India (IND); Japan (JPN); North America (NA); Oceania (OCE); South America (LATAM/SAM).

    System_CAPS_tipTip

    To view the current data centers for your region, see Where is my data?

  • Name. This is typically the name of your organization and is displayed in the Dynamics 365 (online) application.

  • URL. The URL name is used to construct the URL for users to sign-in to the Microsoft Dynamics 365 application. Therefore, we recommend that you limit the length of URL name to reduce the overall length of the URL.

  • Purpose. This value is used to associate the instance with a specific intent and is only displayed in the instance picker. For example, if this instance is for exclusive use by your sales and marketing departments you can enter Contoso Sales and Marketing or if the instance is for development and for testing purposes enter a relevant name such as Contoso Development.

  • Instance Security Group. This value is used to determine the Microsoft Online Services security group that includes the users who will have access to this instance of Microsoft Dynamics 365 (online). For more information, see Control user access to instances: security groups and licenses.

    System_CAPS_importantImportant

    If you do not specify a security group, all users associated with the subscription who have a Microsoft Dynamics 365 (online) license will be added to the new instance.

  • Organizational language. This language will be used for the Microsoft Dynamics 365 (online) application.

  • Base currency. When you add an instance, you must select a base currency before the instance is provisioned. Although you can add currencies in the Microsoft Dynamics 365 application, only the base currency will be used for reporting.

    System_CAPS_warningWarning

    Once set, the base currency cannot be changed.

The following steps apply to customers who do not purchase using volume licensing. Volume license customers should see: Purchase Microsoft Dynamics 365 Through Volume Licensing.

Step 1: Purchase the additional instance

  1. Global administrators sign in to the Office 365 admin center, and then, in the navigation pane, click Billing > Purchase services.

  2. Scroll down to the Add-on subscriptions section, and then hover over Microsoft Dynamics 365 (online) Additional Non-production Instance or Microsoft Dynamics 365 (online) Additional Production Instance, and then click Buy now.

  3. Proceed through the screens to purchase additional instances.

    You can choose to add production or non-production (Sandbox) instances. For more information, see Microsoft Dynamics CRM pricing and licensing.

Step 2: Configure the additional instance for a region

  1. Browse to the Office 365 admin center and sign in using Office 365 Global administrator credentials.

  2. Click Admin centers > Dynamics 365.

  3. Choose the Instances tab.

  4. Select the instance that you want to configure, and then click Configure.

    System_CAPS_importantImportant

    If the instance does not appear in the list or is in a state other than ready to configure, wait a few minutes and then try again.

    You cannot start a new Dynamics 365 (online) instance until you click Configure and complete the configuration process.

    Microsoft Dynamics 365 (online) instances will not come prepared with sample data when configured by a Global administrator who does not have a Dynamics 365 (online) license. Sample data may be added later, after the instance is configured and ready to use, by a Dynamics 365 (online) licensed user who has the Microsoft Dynamics 365 system administrator security role. For more information, see Add or remove sample data.

  5. On the configure new instance page, select a region for the instance.

  6. Enter the rest of your settings, including choosing a currency, and then click Next.

    System_CAPS_importantImportant

    After a base currency is selected it cannot be changed.

    Although you can add currencies in the Microsoft Dynamics 365 application, only the base currency will be used for reporting. To select a different currency, click Change currency and select a different one or specify a custom currency.

  7. On the confirmation page, verify that the settings are correct and then click Configure.

  8. On the Your Microsoft Dynamics 365 organization is ready page, click Launch Dynamics 365 (online) to start Microsoft Dynamics 365 (online) to prepare the instance for users such as assign security roles, create teams, customize, and import data. More information: Get started administering Microsoft Dynamics 365 (online) and Administering Dynamics 365.

    System_CAPS_tipTip

    Note the Microsoft Dynamics 365 (online) instance URL that is displayed on the page. You can use this URL to directly access the Microsoft Dynamics 365 (online) instance.

To configure and manage a regional instance, you must first select your active region to be the same as the regional instance.

Select a regional instance to configure and manage

  1. Browse to the Office 365 admin center and sign in using Office 365 Global administrator credentials.

  2. Click Admin centers > Dynamics 365.

  3. Choose the Instances tab.

  4. From the drop-down list, select the region of the regional instance to configure. For example, to edit an instance in Japan, select the APAC region.

    System_CAPS_noteNote

    If you don’t see the Your current region is: drop-down list, you don’t have any instances outside of your current region.

  5. Select the instance that you want to configure, and then click Configure.

    The Edit, Copy, and Reset buttons appear when you’ve selected a regional instance matching your active region.

    System_CAPS_noteNote
    • Copied instances are copied to the same region as the source instance.

    • Instances that are reset are reset to the current region.

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