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Customer experience | Sales, Customer Insights,...
Suggested Answer

Full name field

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Posted on by

Can we change the full name to lastname,firstname for the existing records. I am aware that we can change it for the system setting but only for the newly created one. Is there any way i could update the existing ones

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  • furkank Profile Picture
    535 on at

    maybe you need to trigger update on these records. You can try updating firstname or lastname with the exact same values with 1-2 records and see if it works

  • Community Member Profile Picture
    on at

    Hello @Furkan Karacan,

    Thanks for your response.

    But can you be more clear. I couldn't get you

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    In order to update the full name you have to cause the update of firstname and/or lastname of the contact that will cause "reformatting" of the fullname.

    As for me the easiest way is to design an SSIS package that will read contacts you want to refresh the format in and update firstname/lastname with the same values.

  • Suggested answer
    meelamri Profile Picture
    13,218 User Group Leader on at

    Hi,

    Another option is to create an on-demand workflow and execute it against your old records using the Bulk Workflow Execution Tool available on xrmtoolbox.

    www.xrmtoolbox.com/.../

    Note that I have already done the same scenario using this approach. Good Luck !

  • Suggested answer
    Kenneth Ariel Chaves Herrera Profile Picture
    Microsoft Employee on at

    Hi D365 Learning,

    You should create an event in the form that is execute when saving a new record.

    Here information of how this works:

    Form OnSave event (Client API reference) in model-driven apps - Power Apps | Microsoft Docs

    If this answers your question, please check it as verified to help other finding useful information.

    Welcome to this amazing community. 

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