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Customer experience | Sales, Customer Insights,...
Answered

Data field for multiple entities

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Posted on by 20

Hello Community,

Is it possible to create an individual data field for multiple entities (Lead and Opprtunity) in MS Dynamics Sales Professional?

In the concrete case, I would like to transfer the lead categorization (e.g. partner, end customer, etc.) when converting from lead to opportunity, so that this field does not have to be filled in again.

What are the possibilities to do this?

  • Kevin K. Profile Picture
    Kevin K. 20 on at
    RE: Data field for multiple entities

    Thank you.

  • Verified answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,077 Super User 2024 Season 1 on at
    RE: Data field for multiple entities

    Hi Kevin K,

    I think the question is already answered. Here is the link for more details: (+) Copy a custom field from Lead to Opportunity during Qualify Step - Microsoft Dynamics CRM Forum Community Forum

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