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Edit entity messages


Can I do this task?

This task requires the System Administrator or System Customizer security role or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions (on page 474)

When you customize business entity or business field display names, some messages displayed by Microsoft Dynamics CRM will reference the default display names. Edit the default messages to match your customized display names.


  1. In the Navigation Pane, click Settings, click Customizations, and then click Customize the System.

  2. In the list of entities, expand the entity that has custom display names set.

  3. Click Messages.

  4. For each message you want to change, double-click the message, and then in the Custom Display String box, modify the message.

  5. In the message form, click Save and Close.

  6. In the entity form, click Save.

  7. When your customizations are complete, publish them:

  • To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.

  • To publish customizations for all unpublished components at one time, click Publish All Customizations.

Note

Some messages contain numbered parameter placeholders that look like this: {0}. These are used to provide a reference to a current record or other related record. Do not change these parameter placeholders.


Related Topics


Understanding Entities 499



Edit a global option set


Can I do this task?

This task requires the System Administrator or System Customizer security role or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions (on page 474)

This procedure guides you through editing some properties in an option set.


  1. In the Navigation Pane, click Settings.

  2. Under Customization, click Customizations.

  3. In the Customization area, click Customize the System.

  4. In the Navigation Pane, click Option Sets.

Note

Not all option sets can be edited. To see if you can edit an option set, look at its row in the list and verify that the Customizable column is set to True.



  1. To open the option set record that you want to edit, double-click it.

  2. You can change the Display Name.

Note

When you add this option set as a field to an entity, you do not have to use the display name that you enter here. You can modify the name as desired in the Label text box when you add the option set field.

You cannot edit the value in the Name box.


  1. In the Options box, click the Add icon to add an option for the list.

  2. In the Label text box, enter the text that you want for this option.

  3. In the Value text box, enter a set of integers for this option. Use the following guidelines when you add this number:

  • Use the digits that are the prefix for option sets in this solution. If you're creating this option set in the default solution, the prefix is 10,000.

  • After the prefix, add one or more numbers that will uniquely identify this option within the option set.

  1. Repeat steps 6 through 8 for each option that you want to add.

  2. Click Save and Close.

  3. Publish your customizations. After you have published, the new option set is available to add to an entity:

  • To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.

  • To publish customizations for all unpublished components at one time, click Publish All Customizations.

Related Topics


Understanding Entities 499

Entity Relationships 572




Create a new global option set


Can I do this task?

This task requires the System Administrator or System Customizer security role or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions (on page 474)

This procedure guides you through the process of creating a global option set. A global option set is a set of label value pairs that an option set field can use.

You can add the same global option set to one or more option set fields in entity forms in Microsoft Dynamics CRM.



  1. In the Navigation Pane, click Settings.

  2. Under Customization, click Customizations.

  3. In the Customization area, click Customize the System.

  4. In the Navigation Pane, click Option Sets, and then on the Actions toolbar, click New.

  5. Enter the Display Name for the option set.

Note

When you associate an existing global option set to an option set field, you don't have to use the display name that you enter here. You can modify the display name in the Label text box when you add the option set field.



  1. In the Name box, Microsoft Dynamics CRM creates a name for this entity by using the text that you entered in the Display Name field. You can modify this text before saving the entity.

  2. In the Options box, click the Add button to add an option for the list.

  3. In the Label text box, enter the text that you want for this option.

  4. In the Value text box, a set of integers is generated for this option based on the following guidelines:

  • The prefix uses the Option Value Prefix value that was set for the publisher of this solution. If you are creating this option set in the default solution, the prefix is 10,000.

  • Each time you add a new option, after the prefix, the value is auto-incremented to create a unique value.

Although you can edit the value in this text box, the best practice is to accept the auto-generated value.

  1. Repeat steps 6 through 8 for each option that you want to add.

  2. Click the Save and Close button.

  3. To make the new option set available to add as a field to a form, you must publish your customizations:

  • To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.

  • To publish customizations for all unpublished components at one time, click Publish All Customizations.

Related Topics


Understanding Entities 499

Entity Relationships 572





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