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I am using CRM Dynamics 2013 on-prem version. I am struggling with exporting tables from an entity such as "contacts or accounts" because some column headers have the same name (as shown in the illustration):
This makes it impossible to export as Excel a table with all the headers available. And yeas, I need all the headers to show in the Excel file.
Any advice would be much appreciated. Is it, for example, possible to change the name of the headers "Attendees Customer 1" "Attendees Customer 2" "Attendees Customer 3" etc...?
Change the Display Name of the Fields.
If this answer is helpful.Please Mark as Verified.
It is a good practice to have unique display names on entities. So my advice is (as Ajyendra said) to change the display name of the entities so they will be unique.
Its a common problem not only in CRM 2013.
You have to change display name's of those attributes.
I see. Thanks. How do you do that? I am not sure what view you are in here...
Please follow this steps:
Go to Settings > Customizations.
Select Customize the System.
Under Components, expand Entities, and then expand the entity you want.
Select Fields you want to change.
For some reason, the "Display name" field is greyed out. So I checked the "Managed Properties", and the option "Display name can be modified" is checked. I am logged in as a system administrator so I am confused why I cannot edit the field.
I Googled and found this doc (for 365 version though) which says:
"The default solution is a special, unmanaged solution that shows you all solution components from any managed or unmanaged solutions. You can’t edit anything in the context of a managed solution; However, all the things you find there are in your default solution anyway, so you won’t need to."
So how should I go about this if I cannot edit? I am on the default solution. To be honest I am new to CRM so I have not really understood what a "solution" is yet, but the important thing is that we do already have data in CRM and I do not want to mess it up. Except for the headers though
Are you using Default Solution ? Can you share us which entity you are using?
Yes it is the default solution. It is an entity called Governance Plans.
Can you give us screenshot where you see that display field is Grey?
Here is a screenshot
Did u check for other entity that display Name field is disabled or not?
It seems you don't have privileges to create or edit field . That why that display field is Grey/Disabled.
Thanks for helping out so far, Ajyendra, really appreciated.
Seems I missed administrator privileges so now I am able to change the display name now. But the changes do not take effect in the table. Is there anything I need to do to activate the changes? Without messing up anything. Note I only want to change the display names, nothing else.
Did You save that field if Yes then After go through that see Image below
You have to publish after that it will reflect
If this answer is helpful. Please Mark as Verified.
I have had the same problem some time ago. At that time I did not have any admin rights.
Workaround was fairly simple. You can do 3 exports :) !
You do an initial one with one of the columns and then modify the view, remove 99% of the columns and add the second column with the similar name then repeat the process with the third column.
Merge via GUID and you are done.
Its a stupid solution but it stops you from modifying headers which may affect other components.
Let me know if it helps!
If you need to do an update which has to allow all user to replicate the same export, changing the header name is the only solution.
But If you need this as a one time only you can try the below steps
Its a stupid solution but it stops you from modifying headers which may affect other components they might be linked to
Good luck and let me know if it helps!
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