Thursday, February 25, 2016

MSCRM - Contact Full Names

MS Dynamics CRM does a nice job of combining a contact's first and last name into one field called "Full Name" but if you have data in the middle name field, it can seem difficult and clunky to see it. Your first thought might be to add it as a separate field on the form or view but that would look strange to have it completely separate from the first and last name.

You can change the format of Full Name under System Settings. There are several options to choose from.

Then you can see and use the middle name field just like you use the first and last name fields. 
An important caveat to keep in mind is that changing the format will not update historical data, only new contacts. You can update existing records by making a change to one of the fields (first, middle, last). This will trigger the Full Name field to update.

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