CRM Modules can be renamed?

Yes, you can rename the Microsoft CRM modules shown on the left navigation bar of main CRM application window. You guessed right, you can do this with the help of sitemap XML file.

For instance, change the “Service” module name to “Helpdesk”. Following are the steps:

  • Settings -> Customization -> Export Customization
  • Select Sitemap from the list of exportable entities.
  • Click on “More Actions” and than “Export Selected customization”
  • Click OK on Jscript alert.
  • Save the customization file.
  • Open the customization file for edit.
  • Find following line

<Area Id=”CS” ResourceId=”Area_Service” Icon=”/_imgs/services_24x24.gif” DescriptionResourceId=”Customer_Service_Description”>

  • Add Title=”Helpdesk”. After the change, the line will look like following

<Area Id=”CS” Title=”Helpdesk” ResourceId=”Area_Service” Icon=”/_imgs/services_24x24.gif” DescriptionResourceId=”Customer_Service_Description”>

  • Save the customization file.
  • Go to Settings -> Customization -> Import Customization
  • Browse to the saved sitemap file and upload it.
  • After the upload gets completed, click on “Import All Customization”.
  • Refresh you browser.

crm-modules-can-be-renamed.jpg

Advertisements

13 Comments

  1. Anne Stanton said,

    December 12, 2007 at 10:38 pm

    Sweet Thanks!
    Anne Stanton
    The CRMLady
    http://www.crmlady.com

  2. uMar Khan said,

    December 13, 2007 at 1:46 am

    You are most welcome Anne Stanton.

  3. JaAG said,

    January 4, 2008 at 2:52 am

    Ooh, I like the upgraded digs uMar. Nice lookin’ site.

  4. uMar Khan said,

    January 4, 2008 at 11:26 am

    Thank you JaAG.

  5. TalaT said,

    April 16, 2008 at 2:48 pm

    Cool Stuff, uMar. Was really helpful. 🙂

  6. Prince said,

    December 3, 2008 at 5:18 am

    Dear Umar,

    On a similar fashion I would like to rearrange the sequences of the icons in the navigation pane at the extreme left corner. For example I want the quotes icon to be placed immediately after the opportunities icon and the contacts should be placed after accounts in the “SALES” section in the navigation pane which is not the case currently. Can you pls help me?

    Thanx a bunch in advance.

    Best
    Prince

  7. January 18, 2009 at 10:26 pm

    […] Changing module names Hi Gavin, Yes, it is possible. Following is my post for CRM 3; https://umarkhan.wordpress.com/2007/1…an-be-renamed/ — uMar Khan :: MS CRM MVP Microsoft CRM Consultant Email :: imumar at gmail dot com Blog :: […]

  8. Steve said,

    April 15, 2009 at 3:11 pm

    Hi,

    I tried to add a new module bar based on the example but having errors..
    Have you add a new bar before?

  9. Ayşegül said,

    September 11, 2010 at 11:09 pm

    Hi,
    Can I add a new Area by this way?
    I try but I could not.

  10. Ayşegül said,

    September 11, 2010 at 11:09 pm

    Hi,
    Can I add a new Area by this way?
    I try but I could not.
    Kind regards.
    Aysegul.

  11. Mohsinkhan said,

    May 18, 2012 at 10:37 pm

    Hi Umar,
    I have a problem, I am working on both,on- premises and online crm. in both i go from settings->customization, and after that i cant find export customization any where. Can you please guide me in doing so , any changing the name of the modules.
    Waiting for reply,
    Pathan


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: