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Hi Experts,
I want to change Lead Name as Topic and not as Fullname (Contact). Any supported customization I can do to change this ?
I'm using Dynamics 365.
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Hi,
First make the "Last Name" field optional.
You can achieve this by using System Workflow.
write an workflow like below:
Trigger point: On create , and Update
If Topic contain data
{
update : leadname=topic;
}
Thanks,
Jagannath
But this will also create a new contact. isnt it?
say if my topic is "Interested in Nokia" putting this in Lastname (assuming leadname is same as lastname as mentioned in your code) will also create a new contact named as "Interested in Nokia".
No, It will not create a new contact.
Try it once and let me know.
Thank you for the reply. can you please tell me where is the leadname field located? I cant find it in the customization or system workflow.
You can bind with "name "(Full name).
Thank you it works ! but i lost my functionality of creating new contacts from Name (firstname , lastname). Anyhow i will create new contact from existing contact.
I am not sure about your requirement,But what I believe is
creating new contacts from Name (firstname , lastname). : for Contact Entity .
change Lead Name as Topic and not as Fullname : For Lead Entity .
Thanks,Jagannath
Yes exactly. they just want to see Lead Name as Topic and not as contact name.
Then there would not be any problem.Because both are two different entities.
As your workflow on lead entity and
OOB Contact full Name (name=Last name+first name) ,It will not hamper any of your default behaviour.
in this setting, is the leadname field a customfield?
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