Check out the latest Customer Service updates!Learn about the key capabilities and features of Dynamics 365 Customer Service and experience some of the new features.
Download overview guide | Watch Customer Service video
2020 release wave 1 Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
Hello Experts ,
There is a Custom Entity called "Competitor" .
Competitor field is look up on Opportunity form .Where as on Lead entity it's a sub-grid.
My Question here is how to Map these 2 different datatype fields on qualifying the lead .
Appreciate your help on this .
Hi harish c
From your post i understood below:
Competitor (1:N) Opportunity
Competitor (N:1) Lead
Further, If i understand correctly, you want to automatically fill up the "competitor" lookup in opportunity when lead is qualified.
This is not possible since for one lead there are multiple "Competitors" listed in sub-grid.
System cannot decide which "Competitor" to map to lookup in opportunity.
If this is with regards to automatically fill up the "Competitor" lookup in opportunity at the time lead is qualified, then this is not possible due to relationship between competitors and Lead.
Hope this helps.
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Since you have created 1 to N relationship in between lead and competitor entity you can't map fields from lead to opportunity and this is how it should be. This is because you can map fields from one entity to another entity using "1-N relationship" and in your case competitor is sugrid entity of lead.
Business Applications communities