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Dynamics crm tips

Microsoft Dynamics CRM tips and tricks – Solving company name on lead missing from views

We’re adding to our Dynamics CRM tips: if you have tried to add Company Name to a view in Dynamics CRM you will have noticed that it is not displayed in the list of available fields. The good news is that it is there, just hidden when we initially go into this form.

Dynamics crm tips

This is a bug and has been reported to Microsoft…suffice to say there is a workaround! Here is how you solve it.

1. Whilst in the add columns form, select Record Type of Parent Account for Lead (Account) and sort by name.

Dynamics CRM tips

2. Then select Record Type of Lead again and sort by name, the Company Name should now display in the list.

For more Microsoft Dynamics CRM 2015 tips and tricks, visit Advantage’s website or call 0203 004 4600.

For more Microsoft Dynamics CRM 2015 tips and tricks, call Advantage on 0203 004 4600 or email steve.higgins@advantage.co.uk.