Rename Related Entity Groups on Forms in CRM 2011

Visit Website View Our Posts

In CRM 4.0 it was a bit of a challenge to re-name a group on a form – But 2011 has added this feature to the native form editor and now it’s a snap (and it makes me happy!)

12-1-2011 12-25-19 PM12-1-2011 2-43-24 PM

To Accomplish this, open the desired form in edit mode.

In the ribbon – choose – “Navigation”, Then Select the Navigation Area you want to modify – then choose “Properties.” – Edit the Group Name and click OK – Then save and publish the form.

12-1-2011 11-59-54 AM

 

One caveat is that the users will need the “ISV Customization” permission – That permission is located in the lower section on the customization tab of all security roles -

12-1-2011 3-04-08 PM

Post by: Scott Sewell, Customer Effective

Show Buttons
Hide Buttons