web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Carry custom field from lead to opportunity

(0) ShareShare
ReportReport
Posted on by 10

Hello,

We have added a custom field on the lead form in the summary tab. The ask is to carry this custom field selection over to the opportunity when the lead is qualified and made an opportunity.


After doing multiple searches the solution I believe is to add this custom field to the originating lead relationship mapping as noted here carry custom field 

However, when going to the default solution in the classic view and selecting the entity and the relationship: it shows blank i.e. there are not relationships to select from.

Any help would be much appreciated.

2022_2D00_06_2D00_23_5F00_9_2D00_30_2D00_16.png

I have the same question (0)
  • Suggested answer
    ali.rizvi Profile Picture
    10 on at
    RE: Carry custom field from lead to opportunity

    Closing this question.

    The solution was simply clearing out the browser cache and all the entities showed up correctly afterwards.

    ----

    Update: clearing the cache worked once but I am back to square one. Still needing help on this mind boggling issue.

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Carry custom field from lead to opportunity

    Hi ali.rizvi,

    Yes, if you want carry one custom field selection over to the opportunity when the lead is qualified and made an opportunity, mapping fields can indeed achieve it.

    And it's so strange to show blank in the relationships page.

    Have you access it in the Power Apps,Same?

    pastedimage1656048537676v1.png

    Or you can access it through privacy mode of the browser or change other browser.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Pallavi Phade – Community Spotlight

We are honored to recognize Pallavi Phade as our Community Spotlight honoree for…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 77 Super User 2025 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 66 Most Valuable Professional

#3
CA Neeraj Kumar Profile Picture

CA Neeraj Kumar 48

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans