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The Definitive Guide to Mastering AliasedValue in Dynamics CRM
Greetings, fellow Dynamics enthusiasts! If you’re delving into Dynamics CRM, it’s no secret that AliasedValue is a critical concept to master. With the ability to change data references and create user-friendly display names, AliasedValue is a valuable tool for optimizing your CRM data architecture. In this article, we will explore how to set AliasedValue for new entities in Dynamics CRM effectively.
Introduction
As a brief refresher, AliasedValue is a concept in Dynamics CRM that enables the addition of an alternate name or display name for attributes. To break it down further, AliasedValue is used to modify the display name of a field without changing the logical name. This functionality enables users to create user-friendly names for attributes or fields that would typically use technical names.
Let’s dive deeper into setting AliasedValue for new entities in Dynamics CRM.
What is AliasedValue in Dynamics CRM?
Dynamics CRM provides an AliasedValue property to change the way data is displayed to the end-user. AliasedValue is used to specify the alternate or display name of an attribute or field, and it does not affect the underlying data or logical name of any field.
Why Use AliasedValue in Dynamics CRM?
In many cases, developers use AliasedValue to modify the display name of a field without modifying the logical name. This process is useful in creating user-friendly field names that are easy for the end-user to understand, which results in a better user experience.
How to Set AliasedValue for New Entities in Dynamics CRM?
Setting AliasedValue for new entities in Dynamics CRM is an essential step in creating the best user experience for your audience. In this section, we will discuss the steps to follow while setting AliasedValue for new entities in Dynamics CRM.
Step 1: Create a New Entity in Dynamics CRM
The first step in setting AliasedValue for a new entity in Dynamics CRM is to create a new entity. This can be done by following the below steps:
| Step | Description |
|---|---|
| Step 1 | Open Dynamics CRM and click on the ‘Settings’ option. |
| Step 2 | Click on ‘Customizations’ and select ‘Customize the System.’ |
| Step 3 | Select the ‘Entities’ tab and click on ‘New.’ |
| Step 4 | Fill in the required information such as the display name and entity name. |
| Step 5 | Click ‘Save’ to create the new entity. |
Step 2: Set AliasedValue for New Entity in Dynamics CRM
Once the new entity is created, the next step is to set the AliasedValue of the required fields. This can be done by following the steps below:
| Step | Description |
|---|---|
| Step 1 | Select the new entity that you want to set the AliasedValue for, from the list of entities available. |
| Step 2 | Select the ‘Fields’ tab and select the field you want to set the AliasedValue for. |
| Step 3 | Click on ‘Add New AliasedValue’ to create a new AliasedValue. |
| Step 4 | Enter the display name that you want to use for the field in the ‘Display Name’ field. |
| Step 5 | Enter the actual name of the field in the ‘Value’ field. |
| Step 6 | Click on ‘Save’ to set the AliasedValue for the field. |
Step 3: Publish the Changes
Once you have set the required AliasedValues for the new entity, you need to publish the changes to make them available in the CRM application. This can be done by following the steps below:
| Step | Description |
|---|---|
| Step 1 | Select the ‘Save’ button to save the changes. |
| Step 2 | Click on ‘Publish All Customizations’ to publish the changes. |
Now that we have discussed how to set AliasedValue for new entities in Dynamics CRM, let’s move on to some FAQs that shed more light on the topic.
Frequently Asked Questions (FAQs)
1. What is an AliasedValue in Dynamics CRM?
An AliasedValue is an additional property available in Dynamics CRM that enables the addition of an alternate name or display name for attributes.
2. What is the difference between the logical name and display name in Dynamics CRM?
The logical name is the actual name of the field, while the display name is the name visible to the end-user.
3. Can I change the AliasedValue of an existing entity in Dynamics CRM?
Yes, you can change the AliasedValue of an existing entity in Dynamics CRM by following the steps outlined above.
4. What is the primary benefit of setting AliasedValue in Dynamics CRM?
The primary benefit of setting AliasedValue in Dynamics CRM is creating user-friendly field names that are easy for the end-user to understand.
5. Can I set AliasedValue for more than one field simultaneously in Dynamics CRM?
Unfortunately, you can only set AliasedValue for one field at a time in Dynamics CRM.
6. Can I set AliasedValue for system fields in Dynamics CRM?
No, you cannot set AliasedValue for system fields in Dynamics CRM as they are reserved for system use only.
7. Does AliasedValue affect the underlying data or logical name of any field?
No, AliasedValue does not affect the underlying data or logical name of any field.
8. What happens when I delete an AliasedValue?
Deleting an AliasedValue does not affect the underlying data or logical name of any field. However, it does remove the user-friendly display name of the field.
9. Is AliasedValue a part of the Dynamics CRM SDK?
Yes, AliasedValue is a part of the Dynamics CRM SDK.
10. Is it possible to set AliasedValue for field groups in Dynamics CRM?
No, it is not possible to set AliasedValue for field groups in Dynamics CRM.
Yes, it is possible to set AliasedValue for a related entity in Dynamics CRM.
12. Can I set AliasedValue for multiple languages in Dynamics CRM?
Yes, you can set AliasedValue for multiple languages in Dynamics CRM.
13. What is the difference between AliasedValue and Display Name?
Display Name is the actual name displayed in the user interface, while AliasedValue is a mechanism used to modify the display name without changing the logical name.
Conclusion
We hope that this guide serves as a valuable resource for those seeking to set AliasedValue for new entities in Dynamics CRM. Remember that utilizing AliasedValue in Dynamics CRM simplifies and enhances the user experience by providing user-friendly field names.
If you have any further queries, please feel free to seek further assistance from the Dynamics CRM community.
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Closing Disclaimer
As we’ve expanded on AliasedValue in Dynamics CRM in this article, it’s important to note that this information is subject to change with any Dynamics CRM updates. Readers should always consult the official Dynamics CRM documentation for the latest information and updates regarding AliasedValue.
