I use plugins to set names of such entities. To simplify development of such plugins I did a base class and want to share it with you.
Let me show you example of the plugin which is based on SetNamePluginBase (base plugin) I share below.
using ExitoConsulting.Plugins.Base; using Microsoft.Xrm.Sdk; namespace ExitoConsulting.Plugins { public class OwnerSetName : SetNamePluginBase { protected override string GetName(Entity entity, IPluginExecutionContext context, IOrganizationService service) { var fullName = entity.GetAttributeValue("ec_fullname"); var clientId = entity.GetAttributeValue ("ec_clientid"); if(string.IsNullOrEmpty(fullName)) { return null; } var name = fullName; if(!string.IsNullOrEmpty(clientId)) { name = name + string.Format(" - {0}", clientId); } return name; } } }