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Customer experience | Sales, Customer Insights,...
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How to change the primary key from Name column to other

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Posted on by 70

Hi as dynamic 365 CRM take the name as primary key column I want to change to to some other column Like SSN# would be consider my primary key how to achieve that , I also Want to import large data from oracle to crm like oracle students table to CRM student table how to do that .

My second question is I have already imported data in my contacts table and my contacts table have First Name and Last Name column , I have another column with title as FullName how I can take the first name and last name column values from the two columns and concatinate them and put them in Full Name column if i need to write a job how to do it ?

  • MalikDanish  Profile Picture
    MalikDanish 70 on at
    RE: How to change the primary key from Name column to other

    thanks for the reply the issue is demonstrated below 

    Customer-ID Customer_First_Name Customer_Last_Name AGE Salary

    My Table Schema is having the Name field as required , I have import my data to the customer table the name column is empty and First name and last name column having the values , Now I create a order table where I have Customer Table used as Lookup field I want to save Customer Full name in Customer_order table , even though my customer Table have name as empty how I can concatinate First and last name togather and get the name field as full name in my other refernece table customer order table i mean.

  • Suggested answer
    Fubar Profile Picture
    Fubar 2,752 on at
    RE: How to change the primary key from Name column to other

    Usually do not populate Full Name, it should auto populate when First Name and Last Name contain data.

    I think what you are referring to as the "primary key column" is the "Primary Field" - this is not a Primary Key (not unique) - the Primary Field is what is displayed at the top of the Form after a record is created and also what is displayed in a Lookup to the entity in question from a parent Entity

    .  

    The actual Primary Key is an internal field (same name as the Entity name but with 'id' appended to it) that contains a GUID.

    If you want to you can rename the Primary Field it in the fields list, you cannot change the schema name after it is created but you can change the Display Name on the field definition and labels on the forms.

    You can configure an Alternate Key, under the Keys area of the Entity Definition (if you need something unique other than the guid).

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