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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Topic as Lead Name
Microsoft Dynamics CRM (Archived)

Topic as Lead Name

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Posted on by MNarmeen 1,846

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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  • u_coordinator Profile Picture
    u_coordinator 35 on at
    RE: Topic as Lead Name

    in this setting, is the leadname field a customfield?

  • Suggested answer
    Jagannath Profile Picture
    Jagannath 545 on at
    RE: Topic as Lead 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.

    Thanks,

    Jagannath

  • MNarmeen Profile Picture
    MNarmeen 1,846 on at
    RE: Topic as Lead Name

    Yes exactly. they just want to see Lead Name as Topic and not as contact name.

  • Jagannath Profile Picture
    Jagannath 545 on at
    RE: Topic as Lead Name

    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

  • MNarmeen Profile Picture
    MNarmeen 1,846 on at
    RE: Topic as Lead 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.

  • Suggested answer
    Jagannath Profile Picture
    Jagannath 545 on at
    RE: Topic as Lead Name

    You can bind with "name "(Full name).

  • MNarmeen Profile Picture
    MNarmeen 1,846 on at
    RE: Topic as Lead Name

    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.

  • Verified answer
    Jagannath Profile Picture
    Jagannath 545 on at
    RE: Topic as Lead Name

    No, It will not create a new contact.

    Try it once and let me know.

  • MNarmeen Profile Picture
    MNarmeen 1,846 on at
    RE: Topic as Lead Name

    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".

  • Verified answer
    Jagannath Profile Picture
    Jagannath 545 on at
    RE: Topic as Lead Name

    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

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