Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Answered

How do i customize the “sub-accounts” tab on the navigation pane

(0) ShareShare
ReportReport
Posted on by 208

Hello everyone:

So, I’ve been working with CRM 4.0 for quite some time.  I have customized the built in accounts entity to show up in all forms and everywhere else using the word jacket for a single account and jackets for more than one. The one place I haven’t gotten it’s a stick is in the navigation pane on the left-hand side of the account entity. Which do I need to modify in the various relationships to change this particular instance?   As rather than the terminology “sub accounts” I would prefer to have something along the lines of related jackets, child jackets, etc.

  • Verified answer
    CGFleischmann Profile Picture
    CGFleischmann 208 on at
    RE: How do i customize the “sub-accounts” tab on the navigation pane

    Well update:

    After reading a book on the subject of Microsoft Dynamics CRM 4.0, I found that the particular thing that needs to be changed is in a very weird place. More specifically under the account entity, there is an object called Messages. Under that tab at the very bottom of the components of the entity, there’s a message called sub accounts. Simply changing this to my desired text actually fixed it. So more specifically the path to change is

    Settings > Customizations > Customize Entities > Accounts > Messages > Sub-Accounts

  • Suggested answer
    Timothy Bohte Profile Picture
    Timothy Bohte 2 on at
    RE: How do i customize the “sub-accounts” tab on the navigation pane

    You can change the standard name to a customized name in the relationship. See the answer that's given before on this topic on the forum for version 2016: community.dynamics.com/.../how-to-change-relationship-customized-label-after-creating-relationship

    I hope it works for you version as well

  • CGFleischmann Profile Picture
    CGFleischmann 208 on at
    RE: How do i customize the “sub-accounts” tab on the navigation pane

    Hi, thank you for your response. Unfortunately because I’m using CRM version 4.0, I don’t see any of those navigational elements in that order at all.

  • Jenny Smith Profile Picture
    Jenny Smith 5 on at
    RE: How do i customize the “sub-accounts” tab on the navigation pane

    Carly,

    My understanding is, you want to change the label of related items of account entity as shown in below screenshot,

    pastedimage1637906038695v2.png

    If yes, then we need to change the label in navigation pane of Account entity form. Check below steps,

    1. Click on Navigation in Home

    2. Then the left side pane will get enable

    3. Double click on the entity you want to rename

    4. Change the label

    Note: Before renaming make sure that you have selected the right related entity.

     pastedimage1637906067627v3.png

    pastedimage1637906079587v4.png

    pastedimage1637906085449v5.png

    Hope this helps you.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans