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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Changing Entity Names
Microsoft Dynamics CRM (Archived)

Changing Entity Names

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Posted on by tjaeger0709 745

I have a client that would like to change the sales tab name and I can not figure out a way to do this.  Where it has marketing, sales, customers, service and settings I would like to change the name of the sales tab.  Is this possible?

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  • Verified answer
    jlattimer Profile Picture
    jlattimer 24,564 on at

    Check out this tool: SiteMap Editor for Microsoft Dynamics CRM 2011

    Once you have the sitemap loaded you can right click on on "Area (SFA)" - Sales and do Add Title, enter your language code in LCID (1033 = US English) and then the new verbiage in Description. Update sitemap from the top and you should be set. 

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    I think you want to change the names of the modules present in crm, i.e like Change Sales to Shoping.So in that case.

    Export the sitemap as a solution, edit it and then re-import it.

    You will need to add 'titles' attributes to the Areas you want to rename. Add or change your title here: Sales to Shoping etc.

    The following shows an example of how to use the Area element.

    Search for the Area you wish to rename and add the following.

    <Titles>
    <Title ="Projects" LCID="1033"/>

    </Titles>

    I am going to rename Sales to Projects. My code is going to look like this when i add the above:

    <Area Id="SFA" ResourceId="Area_Sales" Icon="/_imgs/sales_24x24.gif" DescriptionResourceId="Sales_Description" >

            <Titles>

              <Title ="Projects" LCID="1033"/>

            </Titles>

            <Group Id="SFA">

              <SubArea Id="nav_leads" Entity="lead" DescriptionResourceId="Lead_SubArea_Description" GetStartedPanePath="Leads_Web_User_Visor.html" GetStartedPanePathAdmin="Leads_Web_Admin_Visor.html" GetStartedPanePathOutlook="Leads_Outlook_User_Visor.html" GetStartedPanePathAdminOutlook="Leads_Outlook_Admin_Visor.html" />

            </Group>

          </Area>

    Save the changes, zip up the files and import it back into the CRM. Once imported and published. Refresh the browser to see your changes.

                           

  • Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at

    By using a system entity for something other than it’s original purpose. ex: “Fax” to “Instant Message” we are adding or changing some functionality of the fax entity to make it an IM. Another defining characteristic of a repurposed entity is that we can no longer use it for the original functionality (i.e. we no longer have faxes).

    Another (less obvious) example might be calling Contact “Tenant” in a real estate customization. We haven’t changed any functionality but, by calling Contact something specific like Tenant, we’ve functionally (although not technically) ruled out having other types of Contacts who might have some relationship with us other than Tenant.

  • Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at

    Changing the name of a system entity to something else while still using the functionality exactly the same way.

    ex.: Contact to “Person”, “Individual”, “Constituent”, etc.

    We’re calling it something else but that is all we’ve changed. We still use it exactly the same way. In my opinion, the disadvantages/costs outweigh the advantages of calling Contact something else in most cases.

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