- Sort/search by first, middle or last name while still showing full name in views, lookups, reports.
- Enforcing a consistent full name format across the organization.
- Creating a full name primary field for any custom entity.
- Auto-populate the full name according to the full name format selected in the organization system settings.
- Auto-populate the full name from custom first, middle and last name fields.
- CRM 2011 Online, OnPremises, IFD.
To see the full instructions on how the solution works, you can download the documentation here.
To see the source code and CodePlex project click here.
This is a preview of how your custom entity would look like after you create the custom full name field:
As with the contact entity, you enter the first, middle and last name information in different fields and the system populates the full-name field which is then shown in the form header and lookups.