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Customer experience | Sales, Customer Insights,...
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How to create an auto populated field from Contact form to Leads form?

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Dynamics 365 Power Apps Model Driven App.

 

How to create an auto populated field from Contact form to Leads form?

 

I have two fields I created on both forms, and I also set up the mapping between the two entity forms, but they are lookup fields. Not sure if this affects them not being auto populate on the other form.

 

But I want to be able to fill out 'Contact' information and have it auto populate on Lead information. The mapping just doesn't seem to be working properly.

  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    How to create an auto populated field from Contact form to Leads form?
    Hi Partner,
    There are limitations to the mapping feature.
    --Only works when creating child records(lead) from the parent record form(contact).
    --You create one new lead from lead view directly and then select a contact, the mapping doesn't work.
      If so, additional logic (Workflow, other) will be needed in order to populate the child’s fields.

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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