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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Transfer data in forms...
Microsoft Dynamics CRM (Archived)

Transfer data in forms to other forms

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Posted on by Eric Reid 65
Hello, I am running CRM 4.0, and I have run into something that I can not figure out how exactly to do. 

The VP of sales wants a custom tab in the leads form, which i have made.  Once the lead turns into an account, he wants that data transferred over to tab that is essentially a duplicate of the custom tab in the leads form.  I know this is a lot of data redundancy, and I have explained this to him, but he doesn’t care, and he is a VP, so I have do as instructed or at least try.  Any ideas?

 

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  • Yaniv Arditi Profile Picture
    Yaniv Arditi 3,990 on at

    Hi Eric,

    You can map values of the Lead form attributes to similar Account form attributes using mappings on the account_originating_lead relationship. Of course, you will have to create the custom Lead attributes for the Account entity first.

    Hope this helps,

    Yaniv Arditi

  • Eric Reid Profile Picture
    Eric Reid 65 on at

    Thanks, that works, I had already created both tabs and attrtibutes.  I did about 5 attributes to test and it seems to work just fine.  Wish I had known it was that easy.  I was trying to write some java scripts for it.  Thanks again.

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