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Microsoft Dynamics CRM (Archived)

Convert Activity To Opportunity

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Posted on by 75

Hi EveryBody,

when I try to convert an activity (phone call, appointment.... ) that contain a marketing activity as regardingobject  to an opportunity, the field associated companies is empty

6443.Sans-titre.png

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  • Suggested answer
    Kokulan Profile Picture
    18,054 on at

    Hi

    When you create an opportunity, the Related Campaign is not auto populated but the user can manually set the campaign.  This has been like this in older versions or even the latest versions. Please see below

    ScreenClip-_5B00_646_5D00_.png

    I do not think you can populate via mapping as its an N:1 relationship between phonecall and opportunity. If you would like to auto populate  the value, you could think about creating a workflow / plugin .

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