Microsoft Dynamics 365 | Integration, Dataverse...

Change column of multiple Lead/Contact Views

(0) Share

Report

Posted on by Flubb

Hello

we have a little problem. We had in Contact and Lead for years custom First Name,Last Name and E-Mail. We changed those now to the System Fields, but all the customs views that have been created in those years use the old custom fields. Is it possible to change in multiple views the old field to a new one or is it manuell work?

Best Regards

Daniel

All responses (2)

Answers (0)

Suggested answer

vishal bagadia_crm 490 on at

Like (1)

Report

RE: Change column of multiple Lead/Contact Views

Hi Daniel,

Quick way to do is modify the xml.

1.Create one solution and the entity along with the views you want to modify.

2. Export the solution and unzip it. In that would find a file known as customizations.xml

3. Open the file. Search for the view name in XML. and replace the field name with new field name. Please refer attached screenshot for example

4. Rezip the solution with modified file and import back the solution.

This is the best and quick approach if you want to avoid manual process.

Please mark the answer, if it solves your purpose.

Thanks In Advance

CRM Developer
Suggested answer

meelamri 13,204 User Group Leader on at

Like (0)

Report

RE: Change column of multiple Lead/Contact Views

Hi Daniel,

You need to modify your views manually. You can minimize your manual actions by using the "View Layout Replicator" tool available on XrmToolBox.

DEMO: www.youtube.com/watch

Indeed, you will need to modify only one view for each entity and replicate your modification on the other views by using this tool.