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Workaround: Show Company Name in Lead Views in Dynamics CRM

Post Author: Joe D365 | January 9th, 2015

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!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

9 comments on “Workaround: Show Company Name in Lead Views in Dynamics CRM”

  1. I have experienced the same problem with not being able to add Company Name to any existing Lead views. Our CRM Online system was recently updated from CRM 2013 to CRM 2015, and this issue looks to be fixed -- at least for newly-created views. The field still does not exist (not visible to select / add) for existing Lead views, where your work-around should come in handy. Thanks!
    p.s., I do believe this is something that "broke" somewhere along the way, say, from CRM 2011 to CRM 2013; because I have an existing Lead view where the Company Name is in the sorting criteria, but not in the view. It must have been in the view at one time or else I wouldn't have been able to use it for sorting criteria.

  3. I added company name in views. But when i send the data from my own website in CRM company name like "Microsoft Innovation Center Nepal" the data is not showing in CRM. What is the problem?

  4. We are using this workaround in order to show the Opportunity Account name in a list of Opportunity Products.
    We would like to sort by the account name but it is missing in the "Sort By" list.

    Is there a workaround available?

  5. I do not know the things you had to do to figure this out but thanks, this saved me today.

  6. Just checked my 2017 Preview org. This issue is fixed! Companyname is neatly on the list of columns you can add to a view, to an associated view and to a new view.

      1. My post doesn't say CRM.... And the name change is first tomorrow. Will you change your name to Joe Dynamics 365 for Sales and Customer Service? or are you going for something more catchy?

  7. Thanks so much! That is the weirdest workaround I've ever seen. Personally, I think Microsoft hid the Company Name field intentionally as an Easter egg for anyone who knows the secret combination. 😉

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