Hi All,
I've created some custom fields (30) for Leads, now I want the same Fields in my Contacts, is there a easy without to create the same fields in Contacts again?
Thanks
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Here is another way but this can create issues if not done correctly.
blogs.msdn.microsoft.com/.../copying-attributes-from-one-entity-to-another
No supported options but you can carefully inject your fields in xml files, export solution having both entity and take attributes from entity and inject under second entity node. but you have to very careful as it can break your environment, you can try that in demo environment.
Keep it mind this is totally unsupported option.
Hi,
Not really what I'm looking for, creating it by hand takes to much time, and with an Import I can't specific the Field as much as I would need.
Hey Lucien,
If you want to replicate the Lead entity fields on Contact entity just to display the information. You can create Quick View Form. Refer- https://www.powerobjects.com/2013/09/09/exploring-quick-view-forms-in-crm-2013
By doing this, you can avoid the effort of creating the fields again.
And if you want to have these fields in order use it further like in Plugin/Workflow/Views, you will have to create the fields again on Contact entity. There is no way to reuse the fields across multiple entities.
If my answer helped to resolve your issue, kindly verify it by clicking 'Yes'. It would be helpful to the other community members seeking to resolve a similar issue.
Cheers
Arpit
https://arpitmscrmhunt.blogspot.in
Please check this. you can create field by importing as well. but the best practice is to create it via CRM UI.
ledgeviewpartners.com/.../how-to-create-fields-import-dynamics-crm
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