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How to Connect Lead Industry to Account

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Posted on by 15

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!

  • Jeremy Barstead Profile Picture
    Jeremy Barstead 15 on at
    RE: How to Connect Lead Industry to Account

    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

  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: How to Connect Lead Industry to Account

    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/

    pastedimage1679392779933v1.png

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