Ok, that is a horrible title but I really wasn't sure how to word it.  But anyway, a couple of weeks ago I was digging around inside CRM when I noticed something unexpected that has caused me more than a bit of concern and effort in the past.

As you probably know by now, you can rename CRM entities to match your business processes and definitions.  That's one of the coolest features about Dynamics CRM.

So let's say we take Account and change it to Customer, since that is how we refer to the people who buy our products and services.  That's all well and good since CRM now matches our business process.  But now I have a really irritating problem:  Take a look at the following picture that shows the navigation pane that is displayed when you open or edit a Customer:

As you can see, Sub-Accounts is still the name for child accounts, instead of Sub-Customers.  This is where my discovery comes into play.

Let's Customize the Customer Entity, by performing the following steps:

1) Select Settings, Customization, Customize Entities.

2) Edit the Customer Entity ( what was once the Account Entity ).

3) Click the Messages link under Details.

4) Scroll down until you find "Sub-Accounts" and double-click that entry and you should see the following dialog box:

5) Change the Custom Display String from "Sub-Accounts" to "Sub-Customers".

6) Click the Save and Close button to save your changes to the Message and again to save your changes to the Customer Entity.

7) Click the Publish button to publish the Customer Entity customizations.

8) Edit one of your Customers.  You should the following change to the navigation bar:

So now the Entity and Sub-Entity messages match, and the perfectionist in me is satisfied enough to let myself relax and go back to watching the Dallas Cowboys play football. :)