Concatenate Two Fields in Microsoft CRM 2015

This is a combination of the account name and the phone number our CRM Administrator decides this is a perfect opportunity to use the calculated attributes function found in CRM 2015.

• She therefore will start off by opening a solution set and create a new attribute called ACCOUNT ID to retain the calculated information.

• She defines the attribute as a single line of text.
• The field type is defined as calculated.
• The Format as Text
• Click on Save
• The click on the Edit button to the left of the field type

•  This will open the calculated field dialog box
• Since this is straight forward implementation there is no reason to configure the condition, (in this case all records when created will require a unique ID).
• Using the Concat() function in CRM Action section, she can define the formula.  Please note member attributes require a (,) comma to separate them within the function.  If you are going to add a literal then it must be defined with double(“) quotes.

For example: Concat(attribute1, “-“, attribute2)
Notice a comma separates each of the attributes or literal in the expression.
Our example the expression would look as follows:
 

• Click on the check icon in the lower right corner of the expression to check for accuracy, (if the function is incorrect the application will throw an error message).
• Click on Save and close.

• Save the attribute and close.
• Place the attribute on the form
• Click on save
• Click on publish

• Close the form.