Translate product names and properties into multiple languages (Sales Hub)
Translate all the relevant information like cross-sell or upsell suggestions, or properties, and make it available to sellers in their preferred language.
License and role requirements
| Requirement type | You must have |
|---|---|
| License | Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise More information: Dynamics 365 Sales pricing |
| Security roles | System Administrator More information: Predefined security roles for Sales |
Step 1: Export data for translation
Make sure that you have one of the following security roles or equivalent permissions: System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager.
Check your security role
Follow the steps in View your user profile.
Don’t have the correct permissions? Contact your system administrator.
Select Settings > Advanced Settings.
Select Settings > System > Data Management.
Select Export Field Translations.
In the Export Field Translations dialog box, select OK.
All product fields that are marked as localizable by default will be exported. Your internal developers can mark the fields as localizable. More information: Localize product property values
Save the .zip file to your local computer.
Exported text is saved as a compressed file that contains a CrmFieldTranslations.xml that you can open by using Excel. You can send this file to a linguistic expert, translation agency, or localization firm.
Step 2: Import translated data
When you get the localized data back from translation, import it into Dynamics 365 Sales.
Important
It is important to provision the language packs first. If you import translated values for languages that aren't provisioned in the organization, they'll be discarded. More information: Install or upgrade Language Packs
Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions.
Check your security role
Follow the steps in View your user profile.
Don’t have the correct permissions? Contact your system administrator.
Select Settings > Advanced Settings.
Select Settings > System > Data Management.
Select Import Field Translations.
In the Field Translation Import Jobs page, on the action toolbar, select Import Field Translations.
In the Import Translated Text dialog box, select Choose file, and select the file that you've received from your translation agency.
Select OK.
This starts the import job. You can check the status to see if the import has succeeded or failed.
After you've imported the translated text, users in your organization will see the data in their preferred language. If a value for the preferred language doesn't exist, the results will be shown in the user's base language.
Selection of language in different scenarios
This section explains how the duplicate detection and workflow logic affect translation in Dynamics 365 Sales:
Calculated fields logic, including conditional clauses, uses only the base language. The label for the user's preferred language (user interface language) is used if present. Otherwise, the base language is used.
When a record is created or updated, duplicates are detected from the localizable fields (attributes) that are in the base language. Creating or updating a localizable field isn't applicable in a non-base language.
During data import,
For updating or creating records through import, when import is executed in base language, only the labels in the base language are used for duplication detection.
When import is executed in non-base language, import fails because update can't be performed in a non-base language.
When you run duplicate detection in the base language, only the base language is used in conditional clauses.
When you run duplicate detection job in the preferred language, label in the preferred language is used first. When preferred language isn't available, it uses the base language.
Can't find the options in your app?
There are three possibilities:
- You don't have the necessary license or role. Check the License and role requirements section at the top of this page.
- Your administrator hasn't turned on the feature.
- Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.
Related information
Set up a product catalog: Walkthrough
Set up duplicate detection rules to keep your data clean