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Changing The Default Views In CRM 3.0 & CRM 4.0

One of the unusual quirks with Microsoft CRM 3.0 is the hard-coded default Views. For example, while in a Contact form and you click History, the default view is for “Last 30 Days”. This has been one of the most disliked features of CRM 3.0 and we are sad to report the same condition exists in the new CRM 4.0 version. The good news is we’re going to show you how to change these Views.

Let’s start with the CRM 3.0 method . The code we’re going to use was borrowed from Michael over at stunnware. He has a great explanation of how we build the code, but we’ll just get straight to the code and enhance it a little. Our adjustment will modify 3 related entities, Activities, History and Opportunities. For each one we will make the default View “All”.

Assuming it’s the Contact’s View that you want to alter, in the Customization area, open the Contact form. Go into the Form Properties and then the OnLoad event. Copy this text and paste it into the OnLoad window:

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Customizing Microsoft CRM 3.0 System Entity Names

While it is best to keep the name of the Microsoft CRM system entities such as Account, Contact, Lead, etc the same, sometimes the benefit of doing so out ways the negatives. One of the benefits of changing the entity name is that it helps users understand its function/use better and cuts down on confusion. Also it would be useful to adopt Microsoft CRM to fit the terminology used by the organization. Most of the time the name change is required for the following two entities:

  • Account
  • Contact

In Microsoft CRM Account is used to store information about companies an organization interacts with. These could be customers, partners, resellers, distributors, etc. Contact is used to store information about people. They too could be customers, partners, resellers, distributors, etc.

A common name change for the Account entity is “Company”. A possible name change for Contact is “Individual”. Renaming a Microsoft CRM entity requires a number of manual steps to ensure that all references to the entity are consistent. Following are the areas that need to be changed:

  • Entity Name
  • Entity Form Labels
  • Entity View Names
  • Entity Attribute Display Names
  • System Messages
  • Online Help Content
  • Reports

Some areas where the entity name cannot be changed are:

  • Platform error messages and messages that are displayed in Trace or the Event log.
  • Strings in “Add Users Wizard” for adding multiple users at one time.
  • Strings in “Environment Diagnostics Wizard”

Tip #1: Sub-Account and Sub-Contact

The steps that one would have to go through to make the Microsoft CRM entity name changes have been outlined by number of sites and I will not go through them here. However, I want to make sure to point out that if you decide not to make the name changes in System Messages and Online Help Content in the interest of saving development time and cost, do make sure to change Sub-Account and Sub-Contact strings. These strings show up in the left pane of An Account or Contact record. These strings are in the System Messages section. So if you don’t change any of the systems message do this one

RM
Microsoft CRM Consultant
Unitek Microsoft CRM Services