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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Lead -> Opportunity...
Microsoft Dynamics CRM (Archived)

Lead -> Opportunity = empty Contact

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Posted on by RaulOcana 8,270

Hi,

I already asked this, but now that I have more knowledge about the CRM, I'm confused.

I'm checking my 1:N Relationship between Lead and Opportunity; I open up the Mappings window and there is a relation for Account (parentaccountid -> parentaccountid) and Contact (parentcontactid -> parentcontactid). But when my users qualify a Lead, the Opportunity has an empty Contact field (the contact appears in my stakeholder's grid) but the Account field is perfect.

So is there something I'm missing here? if so, how could I set that every time a Lead is qualified, the Contact name is filled with the name of the contact in the Lead form?

Thanks.

Best regards,

Raul Ocana

Bizagi.com

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  • Suggested answer
    Pramod M Profile Picture
    Pramod M 1,445 on at

    In CRM while qualifying a lead if you have not providing existing contact for lead then contact field will not be populated. In the case of Account if you provide an existing account before qualify the lead that will be the account name in opportunity otherwise if there is a company provided that company name with address will be converted as account and this account will appear in the opportunity as account.

    If existing contact and account is not provided and also no company name is provided then a contact with lead name will be created and associate with the opportunity created.

    Hope this helps.

  • Pramod M Profile Picture
    Pramod M 1,445 on at

    This may help you in understanding further.

    blog.marksgroup.net/.../mscrm-2011-mapping-fields-from-lead-to.html

  • Suggested answer
    Karth Profile Picture
    Karth on at

    Yeah, kind of untidy isn't it?

    As a workaround, you could create a real-time workflow process which runs on creation of the opportunity record. Update the contact field with the value Primary Contact (Potential Customer) within your workflow logic.

    This will feed the contact lookup on the opportunity form for you.

  • Community Member Profile Picture
    Community Member on at

    Hi Karth - I am struggling with this same problem.

    Your idea of setting the opportunity contact as the primary contact from the account record is good, but I worry that I might link a lead to an existing account which has a primary contact who isn't the lead, in which case your idea would be incorrect.

    Ideally I want to tell the CRM to set the contact on the opportunity as whatever contact was created from the originating lead - do you know if this is possible?

  • Suggested answer
    Karth Profile Picture
    Karth on at

    @ C Taylor - In CRM 2013, when you convert a lead to an opportunity, the company name specified on the lead form would be created as an account record, and the first name and the last name field together form the contact record. CRM automatically sets this contact as a primary contact for the account record that was just created. This approach should work when you ignore the duplicates for accounts and contacts while qualifying a lead.  

  • Verified answer
    Karth Profile Picture
    Karth on at

    All,

    In your workflow which runs on creation of the opportunity record, configure an update step to update the opportunity record with this dynamic value {Parent Contact for lead (originating lead (lead))}.

    I'm not quite sure if 'Parent Contact for lead' is the OOB field label. Just in case it's not, you need to lookout for the Existing Contact? lookup field on the Lead business process flow.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi, thanks for this.

    I now have a workflow that checks whether contact field is blank on opportunity when created and if so sets the contact to primary contact from potential customer (account). This works, but I have to have it as a background process as when I did it in real-time, it didn't work - was obviously trying to reference the potential customer which hadn't been added yet.

  • RaulOcana Profile Picture
    RaulOcana 8,270 on at

    I created a workflow to update the empty contact in opportunity form, so I tried to set the "originating lead" as a contact but it won't show me the "originating lead" field to set. How did you updated the empty contact on the opportunity using a workflow?

  • Verified answer
    Karth Profile Picture
    Karth on at

    In your workflow, do the following

    1. Add Step -> Update Record -> Update Opportunity -> Click on Set properties

    2. On the Opportunity screen, bring the cursor on the Contact Lookup

    3. From the Dynamic values, choose the following from the Dynamic values

      Operator = Set To

      Look For = Originating Lead

      Select the 'Parent Contact for lead' from the next dropdown

    4. Assign the above dynamic value to the Contact Lookup

  • RaulOcana Profile Picture
    RaulOcana 8,270 on at

    Oh thanks!

    At "Look For" I was looking for Opportunity, didn't know it was as a "related entity".

    Thanks again Karth!

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