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Hi,When I make an appointment from a sales opportunity. Then the customer (account) is not automatically filled. How can I arrange this? I saw that Task flows and processes are no longer supported, so preferably via a business process flow.Thanks!
In default, when we create appoinments from opportunity, D365 will set the value of "contact" field on the opportunity form to "Require" field on the appoinment form automatically and also there is no customer(account) field on the appoinment form. Did you do some customizations on appoinment form like adding fields?
If so, please kindly share more details for us.
BTW, if you want to set value automatically, you could use field mapping.
Hope it helps.
Hi LeoAltThanks for your answer. Yes; The field Account is a custom (look-up) field in the appointment form. This one is made so when i go to an account i can see in the timeline which appointments there are made with employees of that customer.When I (and my colleges) are in an opportunity and they make a appointment, this custom field needs to be auto-filled with the account of the contact. Thanks
If so, you could do this by field mapping and here is the result.
Please follow the steps behind.
1.Create a new 1:N relationship between Opportunity(1) to Appoinment(N).
2.Add a new field mapping bewteen the account field of Opportunity and CustomAccount field of Appoinment.
Note that the real name of account on opportunity form is "parentaccountid".
3.Publish and try again.
BTW, the custom account field of Appoinment shoule be added to the quick create form!
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