Microsoft Dynamics® CRM Training
Customizing an Entity Name in Microsoft Dynamics 365
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If your organization doesn't use the same naming conventions as Microsoft Dynamics 365 out-of-the-box, there's a simple solution. You can easily customize an entity name! For example, if you use the term Prospect rather than Lead, you can change the Leads entity to Prospects within Dynamics 365 to avoid confusion. First things first. Not all entities can be customized; while you can edit any custom entities you create, system entities or managed custom entities are not always customizable. To change an entity name, click the down arrow to the right of the current app name -- before we go any further, make a mental note that the first item in the Sales column when the Sales app or tile is selected is Leads, because this is what we're about to change, then choose the Settings tile. Click Customizations within the Customization column. On the page that appears, click Customize the System. Click the white triangle to the left of Entities along the left side of the screen, then click the name of the desired entity. In this case, I'm choosing Leads. Note that to get to this screen, you can also simply click the ellipses within the menu bar for any entity, and choose System Views. First, you'll enter desired text for the Display Name field, then for the Plural Name field. For example, I'll change the Display name from Lead to Prospect, and the Plural Name from Leads to Prospects. Check the Description as well, and rephrase if necessary. Click the Save icon in the upper left corner of the screen. After saving, you may need to scroll in the menu along the left side of the screen, as the entity will now appear alphabetically, based on its new name. Any time you change an entity name, you'll want to ensure that you also edit any system entity messages. These are messages that are used in user interface text and error messages within the system, so click Messages within the menu for that entity along the left side of the screen whose display name you just changed, and change the text for each message to reflect the new entity display name. To do this, either double-click to edit the message, or click the check mark to the left of the message, then click the More Actions dropdown menu and choose Edit. Within the Custom Display String section, delete the original entity name and enter the new name. Click Save and Close. Back in the Solution window, when you're finished customizing all messages, click Publish All Customizations. This will activate these changes within Dynamics. I just updated one of the messages for this example, but remember to update all of them to avoid confusion. Now, as you see, if I click the down arrow to the right of the current app name, then choose the Sales tile like we did at the beginning of the video, Leads has been replaced by Prospects as the first item in the Sales column. That's it for customizing an entity name! Thanks for watching this video by xRM!