Rename Dynamics 365 Sales Entity

Introduction:

This blog explains how to rename the Dynamics 365 Sales Entity

Scenario:

In this we will rename Account Entity To Company.

Steps:

1. Rename the Entity.

• Go to your solution.
• Select the entity and change the Display Name and Plural Name of entity.
• Save and Publish your Customizations.

2. Export Translations

• Click on Translations –> Export Translations.

• Extract the downloaded .zip file. 
• Open the CrmTranslations.xml file in Excel

3. Now we have to make changes in CrmTranslation file. 

Steps:

a. Unprotect all the sheets.

Go to Review tab –> Click on Unprotect Sheet button

Repeat this for all the sheets.

• Information
• Display Strings
• Localized Labels

b. Go to Display Strings Sheet

• Highlight the whole column C
• Find and Replace (or press Ctrl-H)
• Open Options on the Replace window and ensure that Match Case is ticked
• You need to replace the plural names first and then the singular names.

• Find – Accounts, Replace with – Companies
• Find – accounts, Replace with – companies
• Find – Account, Replace with – Company
• Find – account, Replace with – company

c.  Go to Localized Label sheet.

• Highlight the whole column D and repeat the steps performed in Display Strings sheet.

d. Save the file.

4. Import Translation File

• Create .zip file.
• Make sure you select both the files and zip them rather than zip the folder.

• Go To solutions. Click on Translations -> Import Translations.
• Choose your .zip file and click import.
• Publish your Customization after Successful Import.
  

  Now you can see  changes Account entity is renamed as Company.