Renaming Left Navigation Menu items (leftnav) of an Entity in Microsoft Dynamics CRM 4

I will try to make this as simple and straight to the point as possible.

This post is to explain how to to change the name and rename one or more of the left menu items – leftnav – items of an Entity, for example the Account entity or the Contact entity or any other Custom entity. In summary, this should be done using a script in the onload event of the entity form and apparently can NOT be done using the Isv.Config file.

So for example, when you open an account record, on the left hand side of the Account form you will have the left navigation list of entities which are: Activites, History, Sub-Accounts, Contacts, Relationshiips, Workflows, Opportunities, Leads, Quotes, Orders, Invoices, cases, contracts, marketing lists and campaigns.

To rename any of these entities or any other custom entity has a 1:N relationship with the Account entity, you will need to put some javascript code (or script really) in the OnLoad event of the Account Form. This code will look for the name of the left navigation item (link to an entity) and rename it to whatever you want. You can not do this in ISV.CONFIG as you can only add new links to ISV.CONFIG but you can not edit already existing left menu items in this file as they don’t exist and are not displayed.

So, in the OnLoad event of the entity that you want to rename its left navigation menu items, you will need to put the fulling code (or something like it):

var navItem = document.getElementById(‘leftNavMenuItemID’);
navItem.innerHTML = navItem.innerHTML.replace(‘>CurrentLinkValue’,’>NewLinkValue’);

This code will look for the menu item that has an id (‘leftNavMenuItemID’) in your chosen entity form and replace its current link name to a new link name.

So for example:

var navItem = document.getElementById(‘navContactsMenuItem’);
navItem.innerHTML = navItem.innerHTML.replace(‘>Contacts’,’>Employees’);

If you input this code in the OnLoad event of the Account entity Form, this code will look for the “Contact” entity link in the left navigation and rename it from Contacts to Employees.

You can apply the same to any other entity either it is a customisable (system) or custom entity. You will need to use a HTML tool such as Microsoft’s Internet Explorer Developer Toolbar to find out the ID of the navigation item that you want to rename (‘navContactsMenuItem’).

Please let me know if you have a question or if you want me to clarify more.

Thanks,

Mohamed Ibrahim

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