Sometimes, the out-of-the-box core entities in Dynamics 365 don’t work for your industry or company. “Accounts” might not always be the appropriate word, but everything else about the function of this entity works perfectly. In this scenario, rather than simply renaming the entity, you can update an entity name (and its entity assets) using translations.
If you simply update Display Name for an entity within the Configuration area of Dynamics 365, it will not rename all entity assets. If you’ve renamed Accounts to be Households, your system views still say All Active Accounts and not All Active Households. Advanced Find and system view columns will still display “Account” even if you’ve updated display names. Fix this problem by updating the translation file!
This step may take a few minutes to complete.
Column D in this file will include the list of labels. Update any that should be updated (hint: using Find & Replace and Excel can be a big time saver!). When you’re finished adding translations, save and zip up the package.
This step may take a few minutes to process.
You can also use the XRM Toolbox to update translations (and/or rename entities)! Check out the Easy Translator tool
You can also use the XRM Toolbox to update translations (and/or rename entities)!
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