web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Lead to opportunity sa...
Microsoft Dynamics CRM (Archived)

Lead to opportunity sales Business process flow and mapping fields

(0) ShareShare
ReportReport
Posted on by HajiraRoshan 550

Hi,

I have a field in 2nd phase (in opportunity entity)of business process flow (GBT) Two options. The same field is there in Accounts form .

I need to map the field from this opportunity BPF to Accounts record.

I have a lookup of accounts in opportunity (n:1)

But I do not have any lookup of opportunity on accounts 

How can I do entity maping in this case .

Any easy solution?

*This post is locked for comments

I have the same question (0)
  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    Have you tried workflow?

    It looks like it can be easily achieved by creating a simple workflow on create/ update of opportunity. Within the workflow, you can update the account record with the value from your field.

  • HajiraRoshan Profile Picture
    HajiraRoshan 550 on at

    Thanks Ravi!! It works when done with a workflow!!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans