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

How to generate Lead ID?

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Posted on by 95

Hello,

I have a problem with LeadID in D365. I see that, there is Lead ID field as a primary key in CRM. But when I add the field to form or to view, the value is empty.

Moreover, when I got CRM databese to Power BI, I see the lead ID. 

What can I do to see it in CRM? 

Thanks in advance.

Regards,

Izabela

I have the same question (0)
  • Suggested answer
    d_radulova Profile Picture
    2 User Group Leader on at

    Hi @Iza,

    The ID gets populated when you save the record  for the first time.

    If you were looking at it before saving, this would explain why it wouldn't have been blank.

    Thanks,

    -DD

  • Iza Profile Picture
    95 on at

    @Dilyana,

    Thanks for your answer, but unfortunately it doesn't work in my case...

    Can you recommend me any other solution?

  • Suggested answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Iza,

    Lead ID is not field for real id.

    pastedimage1574407233432v1.png

    You could create a flow to get Lead ID value when a lead record is created.

    pastedimage1574407893474v2.png

    pastedimage1574407915678v3.png

    Result:

    pastedimage1574407965410v4.png

    Why can't we use workflow?

    -> Because Lead(lead) will be automatically mapped to lead record fullname in workflow.

    Regards,

    Clofly

  • cloflyMao Profile Picture
    25,210 on at

    Hi Iza,

    Please let me know whether your problem could be solved.

    Regards,

    Clofly

  • ashish12 Profile Picture
    3,079 on at

    Please close this thread if your issue is resolved.

    Also marked the answers as verified.

    Thanks

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