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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to rename the publ...
Microsoft Dynamics CRM (Archived)

How to rename the public views

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Posted on by Community Member

My client wants to rename the "Contacts" from the top menu to "Clients". I did that through the XrmToolBox.

However, there are many public views under "Contact" entity, that displays the Contact in their name. I changed some like "My Active Contacts" and"Active Contacts" to "My Active Clients" and "Active Clients" in the customization.xml file, but I can not seem to find the other Views like 

"Inactive Contacts", "Active Contacts Subgrid View", "Contacts Being Followed" and so on..... 

How to rename those views?

Thanks,

Alexa

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  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi Alexa,

    A lot of those can be updated by going to the customizations, expanding the Contact entity, and looking at the Views. You can open each view and change the name of the view that way (you may have to click on 'View Properties', that's how it is in 2011 and I don't remember off the top of my head how 2013 is set up.)

    If you're looking at subgrids on the account or contact forms, you'll also need to update the section names on those forms. You can do that through the customizations as well.

    Hope this helps! I'd appreciate if you'd mark this as a Verified answer.

    Thanks,

     Aiden

  • Community Member Profile Picture
    Community Member on at

    Actually, that worked just fine! Thanks

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