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Hi, I am new Microsoft CRM. I need to get the data from our web page and populate Lead, Account, Contact and Opportunity entities at one shot. I can insert into Account and Contact with no issues but opportunity has Potential customer field that is a lookup type and I can't map it to anything in the workflow. I keep getting Customer is invalid error. If i have default value in that field its working fine but I can't have a default value in there. I looked at the field in customization Nme shows as customerid and Display Name as Potential Customer. Can anybody help me with what field should i map to solve the problem.
Thanks Al. It helped me to understand how data is stored in the backend. I was able to create a child workflow and got it to work. Now I have to see how I can map the picklist(option sets). We have 3 picklists on the website and I have to insert them into CRM.
Check this link. This is the exact answer to your problem.
Thanks for posting your question. I am not exactly familiar with your method of import, but I can provide a few details on the Potential Customer field.
The Potential customer is a field that can be populated by an account or contact. When conducting an import into CRM from a .csv file for opportunities, the field can be populated with either an account name of an Account or the fullname field of a contact in CRM 2011.
In the database for CRM, it will populate the Potential customer field with the unique Guid of the account or contact. Ether the contactID or the accountID. For example - 440C137F-878D-E211-96CE-00155D51130F
The issue you are encountering may be stemming from the method of mapping the fields. CRM will automatically resolve the Potential Customer field with the correct guid of the account or contact record by associating the fullname of the contact or account name of the Account fields when completing the import through the UI with a .csv file. It appears this association is not occuring with your method of import.
Hope this helps,
For picklists, CRM has optionset datatype. You need to map the picklist to optionsets.
You just need to worry about the numeric value of the optionset.
Here is sample code.
OptionSetValue myOptionSet = new OptionSetValue();
myOptionSet.Value = xxxx //xxxx represents the numeric value of the option in crm.
myEntity.Attributes["optionSetAttributeName"] = myOptionSet;
Just change the option set to Global.
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