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

Change contact names to Proper Case

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Posted on by 10

Hi,

I want to send a Marketing E-Mail via CRM that contains a Custom Code in which the first and second name of the contact is inserted:

_____________________________________________________
{{#if (eq contact.gendercode 1)}}  Dear Mr.
{{else if (eq contact.gendercode 2)}}  Dear Ms. {{/if}}

{{contact.firstname}} {{contact.lastname}},
_______________________________________________

The problem is that many of the contacts' names are not written in proper case (which means that the first letter of the name is capitalized and the other letters are not). Most of them are written with only lowercase letters and some even with a wrong mix of higher- and lowercase.

So my question is if there is any way to transform the cases of all names I use in this Marketing E-Mail to proper case? I don't have any expirience with using javascript in CRM, but could this lead to a solution? Or is there maybe a simpler way to do this?

(for example: peter mEYER --> Peter Meyer)

Thank you!

  • Suggested answer
    Kipetcoff Profile Picture
    Kipetcoff 1,027 on at
    RE: Change contact names to Proper Case

    Unfortunately during the creation of letters this can not be processed. You need to update the names of all contacts in plugin for example.

    For the future, add a script on the form or plugin to correct names.

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/249661/capitalize-first-letters-of-contact-first-name-and-last-name?pifragment-97030=1#responses

  • Mick_4711 Profile Picture
    Mick_4711 552 on at
    RE: Change contact names to Proper Case

    Hi Markat,

    Jason Lattimer created a utilty.

    community.dynamics.com/.../crm-string-workflow-utilities

    Maybe this can help you.

    Best regards

    Mick

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