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Why can't I use the "Company Name" of the lead entity for System Views? RRS feed

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    I just wanted to add a new colum for the system view "All Leads". As i scrolled through i missed the field "company name". So i checked the systemname of the field and it was the same. I got back to the Views and tried to change another existing view and the same there: the field company name was not accessible. 

    So to proof that there is something wrong I created a new view for leads. In the new view i can choose the field company name and use it as expected. 

    So whats the reason i cant use it for existing views? It makes no sense at all!

    Greetz

    Tuesday, March 11, 2014 9:55 AM

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    Hi Tim,

    I did some digging and finally found out the issue is a bug for Dynamics CRM 2013 having Update Rollup 1 installed. Fortunately I had multiple instances, having UR 1 installed and the RTM version. The "Company Name" was visible for the RTM version but completely disappeared when I opened the one with UR1 installed.

    So, yes UR1 introduced this bug. For those using online, Microsoft might have fixed it since online versions receive updates more frequently. What is unfortunate is that Microsoft probably has no clue this bug exists and they probably don't have a fix for it. At least they didn't mention it here http://support.microsoft.com/kb/2919956/en-us

    Admin QuikView Solution for CRM 2013

    • Marked as answer by Tim Sambale Tuesday, March 11, 2014 3:20 PM
    Tuesday, March 11, 2014 3:11 PM

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    Hi Tim,

    That's strange; you should be able to add it to the "All Leads" view. For me it works fine.

    Make sure you're selecting the Lead entity. Also, are you sure you haven't already added it with some other name?

    Admin QuikView Solution for CRM 2013

    • Proposed as answer by lehmann.r Tuesday, March 11, 2014 10:29 AM
    • Unproposed as answer by lehmann.r Tuesday, March 11, 2014 10:29 AM
    Tuesday, March 11, 2014 10:18 AM
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    Hi

    I' ve the same Problem.

    My CRM Organisation is today 3 day's old.

    Example the Systemview "All Leads". You can see in the field companyname is missing in the list.

    But it is interresting if I create a new systemview. In this case the field customername is in the list.

    This Problem i have for different CRM 2013 Organisations (online and OnPrem).

    Tuesday, March 11, 2014 11:59 AM
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    Hi Tim,

    I see the same behavior in Onlne version. I am using trial version of CRM online. It seems to be a bug to me. I don't see any reason why the Company Name should not appear in the available list of Add Columns. I did noticed that the records can be sorted on Company Name in Configure Sorting option.

    Regards,

    Harjit.


    • Edited by Harjit - IBM Tuesday, March 11, 2014 1:00 PM Change Name
    Tuesday, March 11, 2014 1:00 PM
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    If it has been renamed it would be in a different place in the list. Have you tried sorting the list of fields in the Add Columns dialog box by the Name column (rather than Display Name) to see if you can spot it that way?

    I can add it just fine on my CRM Online (2013) instance

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    Blog: Getting IT Right

    Tuesday, March 11, 2014 1:38 PM
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    Tim,

    I don't find any issue while working on CRM 2011 or CRM 2013. So you should sort fields by the name of the fields instead of Display Name, match your exact field name and then make a try to add.


    • Edited by Ali Mohsin_ Tuesday, March 11, 2014 2:34 PM gram
    Tuesday, March 11, 2014 2:29 PM
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    We have tried it with several Organisations some brandnew one´s and older one´s.

    In some of the older organisations i can add the field or the field is already in the view. But in mostly the newer organisations the field is not available nor in the view. I con only add the field, if i create a new view.

    Tuesday, March 11, 2014 2:37 PM
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    Hi Tim,

    I did some digging and finally found out the issue is a bug for Dynamics CRM 2013 having Update Rollup 1 installed. Fortunately I had multiple instances, having UR 1 installed and the RTM version. The "Company Name" was visible for the RTM version but completely disappeared when I opened the one with UR1 installed.

    So, yes UR1 introduced this bug. For those using online, Microsoft might have fixed it since online versions receive updates more frequently. What is unfortunate is that Microsoft probably has no clue this bug exists and they probably don't have a fix for it. At least they didn't mention it here http://support.microsoft.com/kb/2919956/en-us

    Admin QuikView Solution for CRM 2013

    • Marked as answer by Tim Sambale Tuesday, March 11, 2014 3:20 PM
    Tuesday, March 11, 2014 3:11 PM
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    if you customize it -- I did My Open Leads -- export a Leads solution and examine the xml you will see:

     <cell name="companyname" ishidden="1" width="100" />

    So, it's available to new views and advanced find, but it is not something you can add to some or all of the managed views because it is "already" there.

    Apparently some coder at Microsoft doesn't have the concept down.

    And as of 3/11 it's still there.

    • Edited by mardukes Tuesday, March 11, 2014 3:33 PM
    Tuesday, March 11, 2014 3:26 PM
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    This has been logged as a bug on Connect. You can vote it up so that it gets looked at and fixed:

    Bug - Lead - 'companyname' field in view

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    UK CRM Guru Blog

    Sunday, March 16, 2014 11:47 AM
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    I read the work around on the Connect entry.  It doesn't make any sense except to begin to dissuade me from just trying to patch up the xml.

    I take it that removing or changing the flag on 'companyname' will not solve the problem.

    Monday, March 17, 2014 4:18 PM
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    This has been logged as a bug on Connect. You can vote it up so that it gets looked at and fixed:

    Bug - Lead - 'companyname' field in view

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    UK CRM Guru Blog

    Hi Adam,

    I am unable to see the entry. It says not found!

    Admin QuikView Solution for CRM 2013

    Monday, March 17, 2014 5:52 PM
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    Try the shorter version:

    https://connect.microsoft.com/dynamicssuggestions/feedback/details/834056/

    You will need an account on Connect that uses the same Live ID as here, I think.

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    UK CRM Guru Blog

    Monday, March 17, 2014 7:18 PM
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    I know this is an old thread, but I just installed CRM 2013 with the latest rollups and updates and one of my employees experienced the same problem. However, I was able to get it to show up (without creating a new view) by "playing around with it." I clicked on Edit Columns, and then clicked Add Columns. Then I sorted by Name (still not there), then I changed the Record Type to "Parent Account for lead (Account)" and sorted that by Type and then changed back to the "Lead" record type (still not there). I then sorted by Type and then sorted by Name, and voila, there it is!
    Wednesday, October 8, 2014 8:52 PM
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    Walaa?

    Is that like voila'?  Can we at least get the phonetics right?  V not W.

    Thursday, October 9, 2014 2:50 PM
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    Voila!! Walaa, or whatever you want to call it.

    This is absolutely incredible and unbelievable, and I'm not quite sure why I followed your steps (maybe because my customer needed this so much and I was out of ideas? :))but it worked for me too!!

    Thank you very much for sharing Nick.

    Dynamics CRM Certified Consultant (MB2-631,632,633)

    Thursday, November 27, 2014 3:14 AM
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    Proof that sometimes we need to go "back to basics". Thanks for the tip - I came across the exact same issue this week and couldn't understand why I was not able to locate the Company name field. As funny as your solution sounded, this was the only thing that worked when I tried it out! So whoohoo! walaa! voila! Well done! :-)

    Friday, November 28, 2014 6:40 PM
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    Hi Everyone,

    This issue exists in CRM 2015 as well.

    Now it is really frustrating as this issue started occurring from CRM 2013 and still its not yet fixed.

    Does anyone has any idea that when this issue will be fixed by Microsoft ?

    Thanks,

    Ravi

    Tuesday, January 6, 2015 8:15 AM
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    Wow, I can't believe that this worked. We went live on CRM Online 2013 and it wasn't there. We upgraded to CRM Online 2015 and the problem had not been fixed. I just followed your directions to the letter and it worked. I now have Company Name in the My Open Leads view and data is getting populated. I can't believe how point and click customizable this platform is.

    Brian

    Wednesday, May 20, 2015 3:13 AM
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    WORKAROUND:
Change Record Type to Parent Account for lead (Account)
Change record Type back to Lead
Sort on Name column
'companyname' is now visisble and can be added to the view


On a newly created view this problem does not exist.
    Tuesday, June 16, 2015 6:04 AM
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    I am experiencing a similar problem with Company Name. I wanted to add Company Name as a field to the native Opportunity Sales Process Flow. However, Company Name is not in the list of Lead fields available to add. Has anyone figured out a workaround for this issue? 

    NOTE: This is a Microsoft Dynamics CRM 2015 deployment in a partner-hosted environment. The organization was initially deployed in 2015, not upgraded. 

    Thursday, June 25, 2015 6:42 PM
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    Whoa!! I did the same thing to the "Lead Associated View". Changed to "Parent Account for Lead (Account)" then back to "Lead". Sorted by "Type" then sorted by "Name" and VOILA! it was there. Weird. However, this did NOT work on the "Lead List Member View". I don't have the option to change the Record Type. Apparently they haven't fixed this issue with CRM Online 2015. Thanks for the help!

    • Edited by Scotty Huff Wednesday, August 19, 2015 5:28 PM
    Wednesday, August 19, 2015 5:24 PM
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    Is there a youtube video for this to follow?!? I am working with Dyn CRM 2013

    Thursday, January 28, 2016 7:12 PM