Rename Related Entity Groups on Forms in CRM 2011

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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!)

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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.

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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 -

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Post by: Scott Sewell, Customer Effective

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