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Hi,
I recently changed dropdown options for the Industry Field on the Leads and Accounts Cards.
However, now I've noticed that when I qualify the lead the Industry does not auto populate the Account Industry.
What is the best way to do this?
Thanks in advance!
Hi Haig Liu ,
Thanks for your response.
I followed the instructions to step 8, however, when selecting the Source Entity Field and the Target Entity Field, there is no Industry option under "Target Entity Fields".
Full disclosure: I accidentally clicked on the "More Actions" dropdown and selected "Generate Mapping" so I am not sure if that is why I cannot find the "Industry" option under "Target Entity Fields".
Is there a way I can add Industry to the "Target Entity Fields" list?
Thank you,
Jeremy
Hi Jeremy Barstead,
It sounds like it is necessary to create power automate.
But please try this first:
https://ledgeviewpartners.com/blog/auto-populate-opportunities-lead-data-dynamics-crm/
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