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Customer experience | Sales, Customer Insights,...
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Relationship Mapping is not working

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Hello everyone,

When I try to mapp the relationship between Opportunity to Quote, Mapping is not happening.

After selected source and target entities, I clicking OK button. But relationship not showing in the mapped list.

I looking if someone can help me with an issue.

I'm using CRM 2016 on premise 

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  • Suggested answer
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    on at
    RE: Relationship Mapping is not working

    Hello

    Can you make sure your fields respect the following rules :

    -Both fields must be of the same type and the same format.

    -The length of the target field must be equal to or greater than the length of the source field.

    -The target field can’t be mapped to another field already.

    -The source field must be visible on the form.

    -The target field must be a field that a user can enter data into.

    -If the fields are option sets, the integer values for each option should be identical.

    -Address ID values can’t be mapped.

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