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Microsoft Dynamics CRM (Archived)

Change attribute shown when an entity is opened

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Posted on by Microsoft Employee

CMR Dynamics 2016 - Cloud

When a record is opened the key attribute is displayed in a large font in the top left of the screen. Often this is an internal Id that means little to the users of the system. I'd like to display a more appropriate attribute (e.g. a customer name rather than the system allocated id) so that the users see meaningful information rather than having to learn to ignore the largest font text on the screen and look elsewhere in the record for the identifying information.

How can I do this?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change attribute shown when an entity is opened

    Thanks Goutham. That's what I thought. I was wondering if recent releases had made it more user friendly. I want to avoid customisation. I assume we can have ID as a unique alternate key and name as a non-unigue primary key?

  • Suggested answer
    Goutham A Profile Picture
    Goutham A on at
    RE: Change attribute shown when an entity is opened

    HI Jogwo,

    the text displayed on top of entity comes from primary field of the entity(generally it would be name if none specified). If you want your attribute, then that needs to be primary attribute.You cannot change it. It is by design(let me know if i misunderstood your requirement).

    Or else you need to have an iframe/webresource at the top(below or above header) which displays your required information.

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