How to Customize an Entity Name in Microsoft Dynamics 365

https://www.youtube.com/watch?v=oLi11mL6pMA&feature=youtu.be

One of the great things about Microsoft Dynamics 365 is that nearly everything can be customized to meet the needs of your organization, including entity names. For example, if you use the term “prospect,” not “lead,” you can easily change the Leads entity to Prospects to avoid confusion.

First, note that not all entities can be customized. All custom entities you create yourself can be edited, but some system entities and managed custom entities are not customizable.

Let’s get started.

Click the down arrow to the right of the current app name, then choose the Settings tile and click Customizations within the Customization column.

Click Customize the System.

Click the white triangle to the left of Entities along the left side of the screen to expand the menu, then click the name of the desired entity.

You can also get to this screen by simply clicking the ellipses within the menu bar for any entity, then choosing System Views.

Enter desired text for both the Display Name and Plural Name fields, and rephrase the Description field if needed. Click Save.

After saving, find the new entity name in the menu along the left; its menu will have automatically expanded, but you may need to scroll to find it, as the name will have changed.

After changing an entity (or field) name, you’ll need to ensure that you update applicable system messages. These are messages used in interface text and error messages within the system. Click Messages within the menu for the entity along the left side of the screen, and change the text for each message to reflect the new entity display name.

Either double-click the desired message, or click the check mark to the left of the message, then click More Actions and choose Edit.

Replace the old entity name with the new entity name in the Custom Display String section, then click Save and Close.

Back in the Solution window, repeat this process to customize the rest of the messages. Then click Publish All Customizations to activate the changes you just made.

Now, when you click the down arrow to the right of the app name and choose the appropriate app tile, you’ll see that the entity name has been updated based on your changes.

That’s it! Changing an entity name is simple, and only takes a few minutes. Check out xrm.com for our 5 newest videos; new videos are added weekly! Plus, visit success.xrm.com for a free Success Portal account where you can access hundreds of how-to videos on Microsoft Dynamics 365 and Microsoft Dynamics CRM completely free!

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