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CRM Translator

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Introduction

CRM Translator is a plugin that can be included into the XrmToolBox IDE and used to quickly translate display names and labels in Dynamics CRM.

Unlike Easy Translator, this utility does not upload translations to an Excel file and does not make you wait a long time for the translations to finish downloading back to CRM. Use CRM Translator when you need to pointwise translate a few display names or labels.

CRM Translator can translate:

  • labels of global option set;
  • display names of entities in singular and plural;
  • display names of attributes;
  • display names of entity views;
  • display names of forms, form tabs and form sections.

In CRM Translator, you can enable the display of display names and labels in any of the languages ​​available (in the connected CRM instance), use a quick search by template, sort not only by display name, but also by data type and schema name.

CRM Translator has settings that are applied when the utility is launched. You can provide a publisher name and prefix for entities and attributes. In the first case, the solutions of your choiced publisher will be loaded. In the second case, entities and entity attributes with the prefix you specified will be displayed.

A few attributes: primary key - entity identifier, name, createdon, modifiedon, owner, statecode, statuscode - are always loaded, regardless of the filter setting by prefix.

Installation

Before you start using CRM Translator, you must install XrmToolBox, which can be downloaded from the official website at this link.

After successfully installing XrmToolBox, open the [Configuration] menu and select [Tool Library]. Then enter CRM Translator in the search box.

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Check the found plugin and click Install.

Upon successful completion of the installation, you will see CRM Translator in the list of available tools as shown below:

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Launch CRM Translator. You will be prompted to connect to your Dynamics 365 organization. After successful connection, you will be taken to the main utility window.

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Using the plugin

Selecting publisher and solution

Open the [Metadata] menu and go to the [Select Publisher] menu item. A list of publishers registered with your CRM organization will open on the right.

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Select the publisher you want. The CRM Translator will download the solutions of the selected publisher.

Expand the solution list and select the solution you want.

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The entity list will be automatically updated to contain only the entities of the selected solution.

Changing and translating entity display name

Enter part of the schema name or entity display name in the search box. Click on  .

All entities whose schema name or display name contains the entered text will be selected. Double click on the entity whose display name you want to change.

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Enter a new display name for the entity in the single and plural languages in the window that appears.

Switch the language and enter the entity display name in the second language.

You can use fast language switching by double-clicking on the entity display name in this list:

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Click on [Install] to save your changes.

Click [Publish] to publish the modified entity metadata.

Council. To load all entities from the default solution, use the [Metadata] | [Load all entities].

Changing and translating an attribute display name

Select an entity.

In the search box, enter part of the schema name or attribute display name of the selected entity. Click on  .

All attributes whose schema name or display name contains the entered text will be loaded. Double-click on the attribute whose display name you want to change.

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Enter a new display name for the attribute in the window that appears.

Switch the language and enter the attribute display name in a different language.

You can use fast language switching by double-clicking on the display name of the entity in this list:

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Click on [Set] to save your changes.

If necessary, translate the display names of other attributes.

Click [Publish] to publish the modified entity metadata.

Changing and translating labels of the global option set

To change and translate labels of the global option set, go to the [GLOBAL OPTION SETS] tab. The list displays all global option sets that are included in the selected solution.

Advice. To load all global option sets from the default solution, use the [Metadata] | [Download global option sets].

In the search box, enter part of the schema name or global option set display name. Click on  .

All global option sets with schema name or name containing the entered text will be selected. Click on the option set whose labels you want to change or add a translation. All labels of the selected global option set will be displayed in the list on the right.

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Make the necessary edits and click  CRM Translator. If you want to revert to the original label name, click on  .

You can change the display name of a global option set only in those attributes of an entity where this option set is used.

Switch the language and edit the option set labels for the new language.

Click [Publish] to publish the modified metadata of the global option set.

Changing and translating entity's option set labels

Select an entity from the list of entities. A list of attributes of the selected entity will appear on the right.

In the search box, enter part of the schema name or option set display name. Click on  .

Booleans, as well as the statecode and statuscode, also refer to option sets. The Boolean attribute has only two values; labels of this attribute type can be changed.

All option sets with schema name or display name containing the entered text will be selected. Click on the option set whose labels you want to change or add a translation. A window will open for changing and translating the option set display name and labels.

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Switch the language and edit the option set labels for the new language.

Click [Install] to save all changes made to the option set.

Click [Publish] to publish the changed attributes of the entity.

Plugin settings

CRM Translator supports setting and saving the following parameters:

  • Interface language - setting the application interface language; Ukrainian, Russian and English languages ​​are supported.
  • Font size - select the font size for forms and other elements of the application; a choice of small, medium and large font sizes is supported.
  • Default publisher - unique name of the publisher that will be installed during application startup and whose solutions will be loaded.
  • Pause after switching the CRM language in seconds - this pause is necessary for the correct subsequent loading of the metadata, since the process of switching the language can take a long time.
  • Publisher prefix - the value of the publisher prefix for a loading of entities and attributes only with the specified prefix.
  • Fetching only custom entities and attributes - the selected flag will result in the loading of only custom entities, global option sets and attributes.
  • Displaying non-customizable entities, global option sets and attributes - if this flag is selected, the list of entities, global option sets and attributes forbidden to change entities, global option sets and attributes. That is, metadata whose display names cannot be changed.

Select [Application Settings] from the [Metadata] menu to configure application settings. A window for setting parameters will open.

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Set the required parameters and click [Install]. To apply some of the installed parameters, you will need to update the lists of entities and attributes or restart the application.