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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Can i change Label shown in header while creating new Contact Record in Dynamics 365 CRM

Posted on by 110

Hi,

I want to change the form label which is shown while creating new Contact Entity record in Dynamics 365 CRM.

As highlighted in below screenshot i want to change "Contact" word to some another caption as per business requirement.

is it possible?

Thanks

  • Verified answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: Can i change Label shown in header while creating new Contact Record in Dynamics 365 CRM

    Please check the answer as verified 

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Can i change Label shown in header while creating new Contact Record in Dynamics 365 CRM

    Am afraid, there is some other solution to change it. If you wanted unsupported way then follow the JS unload as Mehdi suggested.  But for sure it will break in new UCI. 

  • RE: Can i change Label shown in header while creating new Contact Record in Dynamics 365 CRM

    This fulfills our requirement.

  • RE: Can i change Label shown in header while creating new Contact Record in Dynamics 365 CRM

    Thanks Mehdi for your input.

  • RE: Can i change Label shown in header while creating new Contact Record in Dynamics 365 CRM

    Hi Syed,

    Can you help me on my issue as explained to Mehdi ?

    Thanks

  • Verified answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: Can i change Label shown in header while creating new Contact Record in Dynamics 365 CRM

    Hello Partner, 

    Unfortunately, there's no supported way for your needs. Nevertheless, it can be handled with javascript which must be maintained. This code works for classic UI Only. 

    function changeLabelForm(executionContext) {
        var frame0 = window.top.frames[0];
        var formTitleElement = frame0.document.getElementById("FormTitle");
        if (formTitleElement == null) {
            setTimeout(function () { changeLabelForm() }, 2000);
        }
        else {
            frame0 = window.top.frames[0];
    
            formTitleElement = frame0.document.getElementById("FormTitle");
            var newFormTitleElement = window.top.frames[0].document.createElement("div");
            newFormTitleElement.id = "FormTitle";
            newFormTitleElement.setAttribute("class", "ms-crm-Form-Title-Data ms-crm-Form-Title-Position");
            newFormTitleElement.setAttribute("role", "alert");
            newFormTitleElement.innerHTML = "

    New Candidate

    "; formTitleElement.parentNode.replaceChild(newFormTitleElement, formTitleElement); } }

    this is the result: 

    result.png

    Please close the tread if the answer is helpful

    Mehdi

  • RE: Can i change Label shown in header while creating new Contact Record in Dynamics 365 CRM

    Hi Mehdi,

    If i change entity display name then it will be changed for all forms which i dont want.

    Actually i have used Contact entity for two types of records i.e Contact and Candidate.

    So i have created different forms and view for Contact and Candidate type records. When any record is opened from Contact view , it will open Contact form and same for Candidate too.

    So problem is that when i open Candidate Form it shows Contact word there which i dont want.

    Is it possible to change it based on field value.

    Thanks

  • Suggested answer
    RE: Can i change Label shown in header while creating new Contact Record in Dynamics 365 CRM

    Hi Partner,

    Yes you can change the Entity name from " Contact" to any thing else by navigating it to Settings -> Customization -> Customize the System >  Expand Entities -> Select Contact 

    pastedimage1579940167189v1.png

    But whenever the entity name is called it'll be referenced according to the display name.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Can i change Label shown in header while creating new Contact Record in Dynamics 365 CRM

    Yes, you can do that. You can change the entity name.

    But whenever the entity name is called it'll be referenced according to the display name.

    hope this helps

  • Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Can i change Label shown in header while creating new Contact Record in Dynamics 365 CRM

    Pls Mark as verified if your query is resolved to close the thread 

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