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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Lead Primary Field
Microsoft Dynamics CRM (Archived)

Lead Primary Field

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Posted on by JFC 70

Hi,

I want to to change the Lead primary field from fullname to companyname because i'm in a B2B company.

The options in primary field tab are all greyed out... I guess is because the entity is already in use. Do I have any other option to make this change?

Thanks,

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  • Suggested answer
    Muhammad Adeel Javaid Profile Picture
    Muhammad Adeel Javaid 5,580 on at

    There's no supported method for changing the primary field of an entity, so you'll need to write a plugin that overwrites the lead's fullname with the value of the company name field.

  • Firoz Muhammed Profile Picture
    Firoz Muhammed 85 on at

    I think my response is very late but hope it will help someone else in the future..

    This article given here is talking about a OOB method of setting the Lead Name as the Company Name. www.fmtconsultants.com/how-to-change-a-leads-contact-name-to-company-name-in-dynamics-crm-2016

    Thanks,

    Firoz.

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