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Foreign Key in Lead Entity Showing Contact Name in Another Table Instead of Lead Name

Posted on by 78

Hi All,

I am working with the Lead entity in Dynamics CRM, where the foreign key from the lead is linked to another table. In this linked table, it currently shows the Contact Name, but I have removed the contact field from the lead entity and marked it as Not Business Required. This is because I don't need to update the contact field for leads.

As a result, when the foreign key from the Lead entity goes into the other table, it shows No Name or blank because the Contact Field is not populated in the lead. Instead of showing the Contact Name, I want the system to display the Lead Name in that linked table when the foreign key is used.

Desired Outcome:

If the foreign key from the Lead entity is referenced in another table, it should display the Lead Name instead of the Contact Name, even when the contact field is not populated.


Can anyone suggest me to sort this issue


Regards
S. Ghotekar

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,525 Super User 2024 Season 1 on at
    Foreign Key in Lead Entity Showing Contact Name in Another Table Instead of Lead Name
    Hello User,
     
    Please check lookup view of the lead entity and update it as per your requirement.
     
     
    Thank you,
    Amit Katariya

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