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Workaround: Show Company Name in Lead Views in Dynamics CRM

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For an undetermined length of time, there has been a bug detected in Microsoft Dynamics CRM when you are using Advanced Find for Searching CRM. You will find that you cannot see the Company Name when adding columns to the Lead view.

Workaround: Show Company Name in Lead Views in Dynamics CRM

This bug has been reported to Microsoft, and we are here to tell that while that is being looked into…there is a workaround! The column is simply hidden and there’s a little trick to get it back.

1. In the same Add Columns screen, sort the field by Name:

Workaround: Show Company Name in Lead Views in Dynamics CRM

2. Okay, now change the Record Type to “Parent Account for lead (Account)” and sort by Type:

Workaround: Show Company Name in Lead Views in Dynamics CRM

3. Change the Record Type back to “Lead” and sort by Name:

 

4. There it is! Company Name! You can now select it and add it into your View:

Workaround: Show Company Name in Lead Views in Dynamics CRM

You will have to do this for any of the Lead Views when you want to have the Company Name shown, but after only a few clicks, you have a View that gives a lot more useful information than you had previous!

To vote for this bug to be fixed or to post additional bugs and feature requests for Microsoft Dynamics CRM, visit this website!

Happy CRM’ing!

The post Workaround: Show Company Name in Lead Views in Dynamics CRM appeared first on PowerObjects.


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