Show the Display Name rather than the Entity Name of a Primary Key on a Custom Entity in Advanced Find

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Posted on by lday75

I have created two new custom entities in CRM, Account Restrictions and Account Types. I have changed the Display Name of the id field (primary key) of the Entity so that when a user is doing an Advanced Find from Accounts, and they choose Account Restrictions or Types from the Related section, rather than seeing Account Restrictions they will see they Display Name of RSG LookUp.....HOWEVER, this is NOT changing the selection in an advanced find. Does any one happen to know how to resolve this issue? I am on CRM 2011 with UR17 On-Premise.

Field Properties:

As Shown in Advanced Find:

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Aileen Gusni 44,524 on at

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RE: Show the Display Name rather than the Entity Name of a Primary Key on a Custom Entity in Advanced Find

Hi,

Yes, I tried before and for primary key did not work, other fields can.

Unless you change the entity display name, it is inherit based on entity display name.

But, you can change the Account Restrictions field in the Account field, in this case for example City in my entity example:

I rename from City to Address City (Additional) in the Account

Then, when user find in the Advance find, if they go through the Account entity, not the related entity, will get the Address City (Additional), not City.

See the red square block

But if you go to the related, it will still remain the entity display name, unless you change the entity display name.

But usually, my users will not go to related, they prefer to go to Account and select the related field from Account entity field.

Unless they want to filter criteria from City using another field, like Code, or Population, etc.

Thank you.

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