Microsoft Dynamics CRM (Archived)

How to Customize CRM Public view.

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Posted on by jyotsna chakraborty

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Hi All,

i am using ms crm 2015 onpremise and i have one crm public view in contact entity

i have added few fields from contact and account entity.

when i added Account number field from account entity it is diplay like AccountNumber(Account)

i dont want to show (Account) how to remove this from the view, is there any approch is availble
to customize this things .

Regards,

Jyotsna

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sardar ahmed 520 on at

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Hi Jyotsna,

For now, there is no way of changing the names of the columns in the view.

Check the below link with the similar issue.

community.dynamics.com/.../81773

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gdas 50,091 Moderator on at

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Hi Jyotsna,

Sorry this is not possible you can create new view and modify custom view.

www.powerobjects.com/.../modifying-view-dynamics-crm-2013-create-personal-view

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jyotsna chakraborty 144 on at

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Thanks for the reply,

but can you please explain me how to remove this things, if field name is AccountNumber(Account) and account is related entity in contact and i need to remove (Account) this value how to do this.

Regards,

Jyotsna

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gdas 50,091 Moderator on at

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Hi Jyotsna ,

Its not possible in the public view , its default feature.

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Shahbaaz Ansari 6,211 on at

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Hi Jyotsna,

Few week back i had same requirement, i did lot of R&D but finally i found it is not possible.

Thanks,

Shahbaaz

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Preeti Sharma 2,678 on at

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Hi jyotsna,

One workaround can be create a field with name as "Number" and map "Accountnumber" to that field and use that field in view

Thanks:)

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Aric Levin - MVP 30,190 Moderator on at

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Hi Jyotsna,

As most of the responses say here, you can not do anything to change it.

This is by design behavior in Dynamics CRM.

When you add a field to a view that is from a related entity, and not the entity your view is for, it will display the name of the Related Entity (Display Name) in parentheses.

If you need to avoid this, the only way to handle this, is to replicate these fields in your current entity, and either via relationship mapping, workflow or some other process make sure that they are populated with data.

If the field exists in your current entity, you will not see the parentheses.

Hope this helps.

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