Merge 2 fields with data in CRM

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Posted on by Community Member

Hi,

Is it possible to merge 2 fields with data in to 1 field or a new field in a Sales form?

Or maybe display data from those 2 fields in 1 field with the possibility to edit the data?

Please advise.

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Inogic 599 on at

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RE: Merge 2 fields with data in CRM

We can merge the value of two different fields and populate the same in third field using “Power Automate Flow” as below:

• Create a new Power automate flow and registered the same on Create and Update of respective field using “When a row is added, modified or deleted” action of Flow.

Below is the screen clip for your reference:

• Add another action (i.e. Update a row) where we have to merge value of two different fields into third field. So we took below example for the same.

Example:

Merge value present in First Name and Last Name field and update the same in “Account Name” field and for the same we used “concat” function which is present in flow to generate required string as shown below:

Expression: concat(triggerOutputs()?['body/new_firstname'],' ',triggerOutputs()?['body/new_lastname'])

• Tested above flow by creating new Account record and also by updating respective fields (i.e. First Name and Last Name) and noticed that it is working as expected.

Below is the screen clip for your reference:

Note: Microsoft recommends to use Power automate instead Workflow so use this(Power Automate) latest feature of Microsoft so we can achieve requirements like above using “Power Automate Flow”.

Hope this helps.

Thanks!
Community Member on at

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RE: Merge 2 fields with data in CRM

Thank you Leah Ju, very helpful :)
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Community Member on at

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RE: Merge 2 fields with data in CRM

Hi,

You can also try to create a Calculated field on your entity and use Concat() function in it. But there are restrictions on your field type.

You can refer to Define calculated fields with Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs to create a Calculated field.
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Community Member on at

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RE: Merge 2 fields with data in CRM

Hi MRak,

You can go Settings > Process to create a workflow to achieve it.

Add field1 and field2 dynamic value to field3:

Save and active it.

Test Result:

After clicking save button, the value of field3 can be updated.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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Guido Preite 54,082 Moderator on at

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RE: Merge 2 fields with data in CRM

with code is possible