SharePoint Use Cases

26 Jul, 2007

Updating name format in Microsoft Dynamics CRM 3.0

Posted by: Toni Frankola In: crm  Bookmark and Share

A client of mine approached me with the following request:

We would like to change name format in our CRM. Currently name format is „firstname lastname”, and we would like to change it to „lastname, firstname”.

Microsoft CRM 3.0 allows you to change the name format. However when you change this setting, CRM will inform you that this change will be applied only to newly created objects. [:|]

So in order to update old entities you will need to execute the following sql command against your sql database:

update ContactBase Set fullname=lastname + ‘, ‘ + firstname where not(lastname is null) and not(firstname is null)
update ContactBase Set fullname=firstname where (lastname is null)
update ContactBase Set fullname=lastname where (firstname is null)

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All postings on this blog are provided "AS IS" with no warranties, and confer no rights. All entries in this blog are my opinion and don't necessarily reflect the opinion of my employer.

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