Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Concatenate Name on th...
Microsoft Dynamics CRM (Archived)

Concatenate Name on the Account Entity.

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hi,

I have a lookup on the account entity which is having a relationship to Customer Information entity

In Customer Information entity I had a Contact Lookup.

When I select a lookup on account entity I’m getting Customer Information Entity name was populating on the lookup.

Now in account entity I need to concatenate the name as

Customer Information Entity(Contact Name) | Account Name

anyone have any suggestions on this how to achieve this, that would be greatly appreciated.

 

Thanks,

*This post is locked for comments

  • tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: Concatenate Name on the Account Entity.

    The solution on this blog is very bad, it calls Retrieve for every record that was returned by RetrieveMutliple query. This has a very big impact on the CRM performance. You should go for the solution that Andreas Cieslik described.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Concatenate Name on the Account Entity.

    Thanks for your quick response Abed and Andreas Cieslik .

  • Verified answer
    Abed Haniyah Profile Picture
    Abed Haniyah 4,285 on at
    RE: Concatenate Name on the Account Entity.

    You can achieve this by using Plugin and you need to registers it on retrieve, have a look to this link : missdynamicscrm.blogspot.com/.../alter-lookup-field-crm-view-Csharp-retrieve-multiple-plugin.html

  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,265 on at
    RE: Concatenate Name on the Account Entity.

    Your "Customer Information" entity is having a primary field called name or something like that. This name field is usually displayed in the lookup field. You could write a plugin or custom workflow assembly that concatinates the desired values to primary name / title field of your "Customer Information" (CI) entity. So when you assign the CI record to account you could fire your plugin or when the CI lookup field is changed on the form you could also fire that plugin.

    Or you could write a plugin that registers on retrieve and retrievemultiple and returns the concatinated values as the CI records name (this approach is not so good for system performance as the first one).

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans