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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / First Name (Initial) +...
Customer experience | Sales, Customer Insights,...
Answered

First Name (Initial) + Last Name Field

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Posted on by JB1991 5

We've got a 'Label Name' field that is currently populating from a workflow that sets the field contents as: Title First Name Last Name

Is there a way to adjust the approach to that so it only selects the first initial of the first name instead? 

i.e. So, 'Mr John Smith' becomes 'Mr J Smith' instead

I have the same question (0)
  • Ram Prakash Duraisamy Profile Picture
    Ram Prakash Duraisamy 2,289 on at

    Hello,

    You need to use plugins to achieve the same. There is no OOB Behaviour available.

    Let me know if you need any queries further.

  • gisiquei Profile Picture
    gisiquei Microsoft Employee on at

    Hi there, you would need an automation to achieve it. Plug-ins as Ramprakash  commented, but I also would suggest to evaluate Power Automate and workflows options.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi JB1991

    If you want to extract first initial of the first name field, workflow can't achieve it, you can use js code to achieve it:

    function getInitial(executionContext) {
    var formContext = executionContext.getFormContext();
    var firstname = formContext.getAttribute("firstname").getValue();
    var lastname = formContext.getAttribute("lastname").getValue();

    var initial = firstname.charAt(0).toUpperCase();

    formContext.getAttribute("new_labelname").setValue(initial   " "   lastname);
}

    Steps:

    1.Go Settings > Customizations > Customize the system > Web REsources to create new:

    pastedimage1635476264135v4.png

    pastedimage1635476222477v3.png

    (2)Then expand Entities > select one entity > Forms:

    pastedimage1635476162690v2.png

    pastedimage1635476132572v1.png

    Save and Publish.

    (3)Test:

    pastedimage1635476893490v1.png

  • JB1991 Profile Picture
    JB1991 5 on at

    Brilliant, thanks so much Leah.

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