June 27, 2007

Renaming a (Customizable) Entity

Just changing the entity display name is not enough. There are more places where the name must be changed to fulfill customer's experience.

Areas that Need to be Changed:

  • Entity Name
  • Entity Form Labels
  • Entity View Names
  • Entity Attribute Display Names
  • System Messages
  • On-line Help Content
  • Reports

Some Areas Cannot be Changed

  • Platform error messages and messages that are displayed in Trace or the Event Log. These messages cannot be edited.
  • Strings added to the ISV configuration file.
  • User Manager component of the Microsoft CRM Deployment
    Manager tool. These strings cannot be edited.
  • Environment Diagnostics Wizard. These strings cannot be edited.


Basically changing the entity's name is a seven step process:

Step 1: Change Entity Name.
In the Entity Definition section, change the Name and Plural Name
to the new name.

Step 2: Edit Entity Forms and Views to Display the New Entity
Change Form Labels and View Names.

Step 3: Change Attribute Display Names for the Entity that is
Use Customize Entities tool to change attribute display names associated with renamed entity. This will update any other parts of the application that uses these attributes, such as View headings.

Step 4: Customize Messages and Strings Associated with
Entity that is Renamed.
Use the Customize Entities tool to customize messages and strings associated with the renamed entity.

Step 5: Publish Changes.
The Name of the entity in the Navigation Pane may not respond to the changes. The information in the SiteMap is cached on the browser. Users may need to press F5 to see the changes.

Step 6: Edit affected help Content to Display the New Entity
Manually edit entity names in help content and re-deploy the help content.

Step 7: Modify Affected Reports to Display the New Entity
Manually modify entity names in reports and re-deploy the modified reports.

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