top of page
Writer's pictureDrew Clark

Find a field's logical name - Dynamics 365 CRM

Learn how to find a field's logical name, used in plugins, workflows, and form scripting.

There are two ways to find the Logical Name of a field/attribute, this is the first way and is applicable to instances from 2015-today, including the Unified Interface and Hubs. The second way is from the form, not including hub interfaces.


Find the Logical Name from Customizations/Solutions

Step 1 - Navigate to Customize the System.

  • On your site map, Select the Settings Area, and click Customizations.

  • Click on Customize the System.

Step 2 - Navigate to the associated Entity

  • A solution window will appear.

  • On the left hand side of this window, click on the drop down arrow to the left of "Entities".

  • Scroll down to the associated Entity. I am trying to find a logical name for a field on contact so I will scroll down to Contact.

  • Click on the drop down arrow to the left of Contact and click on Fields.

Step 3 - Find the Description Field and locate its logical name

  • In this list of fields, search for the Description field by scrolling down the Display Name column or press "Ctrl + F" and type Description. The field may be located on a different page.

  • To go to the next page, click the right arrow in the bottom right corner of the window.

  • Once you have found the corresponding row, look at the column labeled "name" to see the logical name for the field. Do not use the Schema Name or Display Name in plugins.

Find the Logical Name from the Form

Step 1 - Navigate to the form where the field/attribute exists.

  • I am using the contact entity for this example in one of development instances. Your instance may look a little different.

Step 2 - Open the form.

  • Click on the three dots on the right side of the ribbon below the site map.

  • Select Form

Step 3 - Find your field on the form editor.

  • Double click your field on the form editor. I am using the Description field.

Step 4 - Identify Logical Name

  • On the Field Properties window, select the details tab, locate the Name of the field and copy it. This is the Logical Name. Do not use the display name.

0 comments

Comments


bottom of page