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I have a little challenge in our Dynamics 365.
We get automatic created leads in our CRM System if someone register in our product selection tool. We got the name, company and the Username of this persons.
Because we don’t know how register there it is possible that people register who are already created as contacts in our Dynamics.
So the process is, that the CRM User have to search in the CRM System if this contact is already existing. If so, they must select the existing contact and qualify the lead.
And here is the problem. If you qualify a lead where a contact is already selected, it will not transfer anything from the Lead to this contact. So, we don’t see the selection tool username at the already existing contact, but this information we need.
Is there any possibility to transfer field values from a lead to an existing contact by qualifying a lead? The Username Field is locked in lead and contact form.
In lead entity, you can populate Parent Contact for lead with your contact. Then with a workflow you can copy some values from the lead to the contact. The trigger will be "record status changes", then check the condition Lead:status equals to Qualified, then update your Parent Contact for lead.
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