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Microsoft Dynamics CRM (Archived)

Changing name of the entity

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Posted on by 1,135

Hi!

If you need to change the name of the entity (for example to change Accounts entity name to Companies) what is the best practise or the quickest way to change the name for all the views, forms etc...

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  • Verified answer
    Nuno Profile Picture
    2,005 on at

    Hi,

    Take a look at here: community.dynamics.com/.../changing-crm-entity-names-a-shortcut.aspx

  • Suggested answer
    Hosk Profile Picture
    on at

    To change the name of the entity, go to customizations and change the entity name.

    It's tricky to change the views because the names are static and the only way to replace them is to Save as and change the views to Companies

  • Suggested answer
    Bruno Lucas Profile Picture
    5,421 on at

    Unfortunately, there is no way to bulk update the views names.

    If you go to Settings > Customisations > Customise the System

    than select "entities" on the menu tree . expand the entity you wish to change the name and click on views.

    You will need to update one by one.

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