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SYMPTOMS
You cannot rename a campaign entity or the entity attributes in Microsoft
Dynamics CRM 3.0.
Note As an administrator in CRM 3.0, you may have to customize a campaign
entity or the entity attributes. By default, campaign entities are not
customizable.
MORE INFORMATION
Warning Serious problems might occur if you modify the registry incorrectly by
using Registry Editor or by using another method. These problems might require
that you reinstall your operating system. Microsoft cannot guarantee that these
problems can be solved. Modify the registry at your own risk.
After the hotfix has been installed, follow these steps to make customizations
to campaign entities and to entity attributes that contain the word "campaign":
1. Log in to Microsoft Dynamics CRM 3.0 as an administrator.
2. On the Go To menu, point to Settings and then click
Customization.
3. Click Export Customizations.
4. Click Export All Customizations.
5. In the File Download dialog box, click Save, and then save
the Customizations.xml file to a secure backup location. When the download is
completed, click Close.
Note We recommend that you make a backup of the Microsoft Dynamics CRM
databases before you make these changes. For more information about how to back
up the Microsoft Dynamics CRM system, see chapter 26 in the "Microsoft Dynamics
CRM 3.0 Implementation Guide."
6. Next to Location, click Customization.
7. Click Customize Entities.
8. Click the Schema Name column heading to sort the column by
schema name.
9. In the Schema Name column, double-click bulkoperation.
Note You can double-click anywhere in the corresponding row. For instance, in
the Name column, you can double-click Quick Campaign.
10. On the General tab, rename the Name field and the Plural
Name field to the desired names. In this example, rename the Name field to
Quick Marketing Operation, and rename the Plural Name field to Quick Marketing
Operations.
11. Under Details, click Messages.
12. Under Default Display String, double-click the string that
you want to customize.
13. In the Custom Display String box, type the new display
string. In this example, type Quick Marketing Operation. Additionally, type any
comments in the Comment box. Then click Save and Close.
14. Repeat steps 12 and 13 for any additional display strings
that you want to rename.
15. After all customizations are completed, click Save.
16. On the Actions menu, click Publish.
17. Click Save and Close to close the bulkoperation schema.
18. Repeat steps 9-17 for each entity that contains message
strings that you want to customize. In this example, we customized the
bulkoperation schema Quick Campaign. To customize similar message strings, you
may want to customize the message strings in the following schemas:
Campaign
Campaign Response
Campaign Activity
19. To rename the views that contain the word "campaign",
follow these steps:
a. On the Go To menu, point to Settings, and then click
Customization.
b. Click Customize Entities.
c. Click the Schema Name column heading to sort the column by
schema name.
d. In the Schema Name column, double-click campaign.
Note You can double-click anywhere in the corresponding row. For instance, in
the Name column, you can double-click Campaign.
e. Click Forms and Views.
f. Double-click the view that you want to customize. In this
example, double-click All Campaigns and Campaign Templates.
g. Under Common Tasks, click View Properties.
h. In the Name box, type a new name, and then click OK. In
this example, type the name All Marketing Operations and Marketing Operation
Templates.
i. Click Save and Close.
j. Repeat steps f-i for each view you want to rename.
k. Click Save and Close to close the Campaign entity.
l. Make sure that the campaign schema is selected. Then click
Publish.
m. Repeat steps a - l for each entity that has views that you want to rename.
20. Add an UndesiredWords string value to the registry. To do
this, follow these steps:
a. Exit Microsoft CRM.
b. Click Start, click Run, type regedit in the Open box, and
then click OK.
c. Locate and then select the following registry subkey:
HKEY_LOCAL_MACHINE\Software\Microsoft\MSCRM
d. On the Edit menu, point to New, and then click Multi-string
Value.
e. Type UndesiredWords. Then press ENTER.
f. Right-click UndesiredWords. Then click Modify.
g. In the Value data box, type the string values for the
customizations that you previously completed. In this example, type the
following:
Campaign=Marketing Operation;campaign=marketing operation;Campaigns=Marketing
Operations;campaigns=marketing operations
h. Click OK.
i. On the File menu, click Exit to exit Registry Editor.
21. In Microsoft CRM, click Workplace, click Reports, and then
select Campaign Comparision.
22. On the More Actions menu, click Edit Report.
23. On the General tab, rename the fields that contain the
word "campaign." In this example, rename the report to Quick Marketing
Operation.
24. Click Save and Close.
Note If you have Administrator or Manage Reports privileges, do not customize
the "hidden" reports that are associated with the Campaign Comparison report.
25. Exit Microsoft CRM.
26. Click Start, click Run, type iisreset in the Open box, and
then click OK. The iisreset command will temporarily stop and then restart all
Web sites that are on the Microsoft CRM 3.0 server.
27. Delete the temporary Internet files that are on your hard
disk. To do this, follow these steps:
a. Start Microsoft Internet Explorer.
b. On the Tools menu, click Internet Options.
c. Under Temporary Internet files, click Delete Files.
d. Click to select the Delete all offline content check box,
and then click OK.
e. Click OK to close the Internet Options dialog box.
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