25 Dec’18

D365 Sales

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.

Written by

Vaishali Vyas

Software Engineer

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