Sunday, November 25, 2012

MSCRM 2011: Full Name in Contact Record

"Full name" is automatically configured through a system setting that describes the format of the name in the Contact record. This is automatically populated when a Contact is created either by adding an individual contact or importing Contact data. For example, it can be formatted as “Last Name, First Name”. This setting can be modified in Settings, Administration, System Settings in the  "Set the Full Name format" section under the General tab. This full name can be shown in views, used in templates etc.
If you would like to modify existing records to change the format of the full name value after the import/addition of Contact data, you can write a Workflow to accomplish this as follows:
·        Navigate to Settings>Processes>New. Give it a name and set it to run on the Contact
·        Set it to run on demand.
·        Add a step to update the Contact record.
·        Click set properties, click in the first name field in the left pane. In the right pane, under look for, choose Contact. In in the lower box choose first name. Click Add, then OK. You should see a yellow highlighted text appear in the first name field on the left pane.
·        Click Save and Close.
·        Activate your workflow.
You can then run this workflow on the records whose Full name value you would like to modify.

1 comment:

Jeffer Shen said...

Fundamentally, people looking an even more conventional observe together with Omega's hublot replica uk finest chronograph will have an alternate for the Seamaster World Marine Chronograph or perhaps the particular Speedmaster breitling replica sale Co-Axial Chronograph. The particular 9300's bi-compax a couple of sign up layout is quite symmetrical and so creatively complementary with a observe switch. This is especially valid once you spot the particular time windowpane with 6 o'clock. This kind of beautiful fresh structure for your modern day De Ville product will be what makes fake rolex the particular Co-Axial Chronograph product successful. Alternatives are usually comparatively ample because the De Ville timepieces have silvered, cartier replica sale african american, or perhaps strong glowing blue calls matched up with a metallic or perhaps 18k reddish rare metal 42mm extensive circumstance. Remember that the particular stuffed chanel replica circular 4 corners with the circumstance ensure it is use somewhat more compact as compared to it might seem. Although it is a conventional type observe, it is extremely taller over hand and also just isn't built to fall perfectly beneath top cuffs.