web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Change contact names to Proper Case

(0) ShareShare
ReportReport
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!

I have the same question (0)
  • Mick_4711 Profile Picture
    552 on at

    Hi Markat,

    Jason Lattimer created a utilty.

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

    Maybe this can help you.

    Best regards

    Mick

  • Suggested answer
    Kipetcoff Profile Picture
    1,037 on at

    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

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 165

#2
ManoVerse Profile Picture

ManoVerse 156 Super User 2026 Season 1

#3
Zhilan Profile Picture

Zhilan 49

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans