Microsoft Dynamics CRM (Archived)

New Person entity - Full Name issue

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Posted on by vincent nussbaum

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Hi there,

I am using the online version of the CRM 4.0.

I have created a new entity based on a person and the full name is the primary attribute.

I would like to generate the full name field using the first name and last name (contact entity does the same).

I specially need it because in the search field lookup view, we can see only the primary attribute.

Anyone know how I could make it possible?

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alf 17,915 on at

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Hi Vincent,

You can configure the 'quick search' to search on additional fields instead of just the default primary attribute field. I Think this would solve your issue.

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vincent nussbaum 125 on at

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Hi Alex,
I m looking for the modification of attributes for this page.
http://3.bp.blogspot.com/_-lOIedxo3AA/SuMKW3hmwjI/AAAAAAAAAQI/xEnCkARmmJs/s1600-h/lookupmulti1.png
I can not see this form in the forms and views of the new entity.

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Vincent893 on at

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I could make the full name on the primary attribute using the workflow.

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Community Member on at

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I think the JavaScript code of defining the the dafault value in OnLoad and OnChange will work. Workflow also adapts to your question.

But honestly I don't know if MS CRM Online allows the customization by the clients.

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Dylan Haskins 45 on at

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Hi,

You can do this via JavaScript by adding an event on the OnChange of Firstname and Lastname and / or on the Form OnSave event.

The script could look something like this:
crmForm.all.fullname.DataValue = crmForm.all.firstname.DataValue + " " + crmForm.all.lastname.DataValue;

You could also achieve this with workflow, but this will be done asynchronously so will not appear immediately in the fullname field

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Leon Tribe 7,034 on at

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You may want to consider adjusting the contact entity to meet your needs rather than creating a completely new entity.

Leon Tribe
Want to hear me talk about all things CRM? Check out my blog
http://leontribe.blogspot.com/
or hear me tweet @leontribe

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