Editable fields displayed across multiple entities

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Posted on by dtlaw86

I have tried looking this up but haven't had any success!

Is it possible to have a field on a lead entity and for it to be displayed/editable on both the opportunity and Account?

We are collecting attributes about our customers and our sales and customer service teams will both be responsible for filling this in. As far as I can see my only option is to create a quick view to display the lead data fields (read only) on the opportunity/account and create new fields on the other entities.

Can anyone suggest a better way to do this?

Thanks!

David

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Hi dtlaw86,

As you mentioned, “create a quick view to display the lead data fields (read only) on the opportunity/account”, which means that Lead and Account/Opportunity is 1:N relationship, so what you need is that view/edit fields from parent records(Lead) in the child records(Account/Opportunity).

The easiest way to do this is to create other two fields with the same display name of the lead field on two Account/Opportunity entities, and then use a workflow to update the fields from parent record when the child record fields are updated.

Here are steps.

1.Create new custom fields(For example, filed display name is data) in entities and add them on the corresponding entity form.

2.Go Settings > Process to create two workflow in Account/Opportunity with same steps.

Then Save and Active it.

3.Now, when you edit ‘Data’ field in any Account/Opportunity records, related Lead records will change ‘Data’ field value.

Regards,

Leah Ju

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dtlaw86 10 on at

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Hi Leah,

Thanks for this. This is very helpful. Is there a way to set a workflow so that when a lead is updated it updates the opportunity/account? so from Lead to Opportunity/Account.

Thanks,

David

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Hi dtlaw86，

You want to update field of child records when parent records update, right?

If so, you need import following solution to workflow:

Download: Releases · demianrasko/Dynamics-365-Workflow-Tools · GitHub

It has one action--Update Child Records, which can help you.

Dynamics-365-Workflow-Tools/Update Child Records.md at master · demianrasko/Dynamics-365-Workflow-Tools · GitHub

The following step provides steps for example, you can refer it:

Update Child Records in a One:Many Relationship in Dynamics 365 Customer Engagement | Encore Business Solutions

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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