Microsoft Dynamics 365 for Sales

How to Change a Lead’s Contact Name to Company Name in Dynamics CRM 2016

NO CODE OR WORKFLOW NEEDED! Oftentimes Microsoft Dynamics CRM users have the need to see their leads as Companies instead of a Primary Contact Name. Out of the box, Dynamics CRM doesn’t offer the ability to change the view to a company name, however, there is a workaround to achieve the desired capability without needing…

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