News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Quick create lead from...

Customer experience | Sales, Customer Insights,...

Answered

Quick create lead from contact - auto fill account and contact details

(1) Share

Report

Report

Posted on by BS-18090839-0

19

Hello,

When we create an opportunity via the quick create function from a contact form - the account and contact name are automatically filled in.

I would like this to work in the same way for quick create lead from the contact form - the account and the contact to be automatically filled in on the quick create form.

Is this possible, how do I do this?

Thank you.

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Muhammad.Affan 4,461 Moderator on at

Like (4)

Report

Quick create lead from contact - auto fill account and contact details

Hi There,

You need to create two N:1 relationships:

First with lead to accounts

Second with lead to contact

Once the relationships are created go to your lead entity and open the quick create form for leads

Place the contact and account fields in the quick create form.

Sample:

Contact to lead relationship sample:

If you still face issues, I am happy to connect!

Finally, once your issue is resolved and my suggested answer has helped, please do not forget to click Yes under "Did this answer your question?" to close this thread.

Thanks
Affan
Follow my channel related to Dynamics 365: https://www.youtube.com/@AffansDynamicsJourney

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard

#1

André Arnaud de Cal... 291,904 Super User 2024 Season 2

#2

Martin Dráb 230,605 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans