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