Rename an entity

Can I do this task?

1. In the Navigation Pane, click Settings.
2. Under Customization, click Customizations.
3. In the Customization area, click Customize the System.
4. Under Components, expand Entities, and then click on the entity that you want to rename.
5. In the main pane, in the Display Name and Plural Name boxes, enter the new name for the entity.
6. Click Save.
7. To achieve better consistency for the entity name change, you should also complete the following:

   Edit the messages the entity displays to users to use the new entity name.

   More information: Edit Entity Messages

   Edit the existing reports to use the new entity name.

   More information: Customizing and Organizing Reports

   Edit the online Help files that refer to this entity.

   More information: Customizing Help (Microsoft Dynamics CRM SDK)

8. To publish customizations for the entity you are currently editing, on the Actions toolbar, click Publish.

   If you rename the entity after users are already using Microsoft Dynamics CRM, the change may not appear in the Navigation Pane for all users, because the Site Map An XML representation of the structure of the Navigation Pane in Microsoft Dynamics CRM, including the areas, groups, and subareas where entities are displayed, and the privileges associated with each subarea. is cached on client computers. Instruct your users to open Microsoft Dynamics CRM and then press F5 to refresh the Navigation Pane.

Note

Renaming an entity does not change the entity name in the following places:

• References to entity names in online Help.
• Platform error messages and messages that are displayed in Trace or the event log. The entity names used in these messages cannot be edited or changed.