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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Branch/Industry in Lea...
Microsoft Dynamics CRM (Archived)

Branch/Industry in Leads equal to Branch/Industry in Company Data

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Posted on by DD Creative 45

Hello

I tried to configure my new Microsoft CRM Online system. In die company data entity I entered some branches/industries. Now I want to use the same branches/industries for the leads. I was wondering how I could integrate this data in the lead entity "industries".

Sorry...but I'm a beginner.

Thanks for your help!

Best

Gerrit

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I have the same question (0)
  • RuneDaub Profile Picture
    RuneDaub 3,795 on at
    Re: Branch/Industry in Leads equal to Branch/Industry in Company Data

    The field Industry code is allready created on both entities (Accounts and Leads).

    The industry code is even set up so if you convert a lead to an account, the value of industry code will be inherited to the account.

  • DD Creative Profile Picture
    DD Creative 45 on at
    Re: Branch/Industry in Leads equal to Branch/Industry in Company Data

    Hi Rune

    Thanks very much for answering my question.

    The fields are in both entities but the data in the fields are different. I added some branches in the industry / account entity but in the industry / lead entity the microsoft example branches are listed.

    My plan was to report the industries/branches in leads and accounts.

    Should I insert the branches manually?

  • RuneDaub Profile Picture
    RuneDaub 3,795 on at
    Re: Branch/Industry in Leads equal to Branch/Industry in Company Data

    Yes. And you have to make sure that the picklist values are the same in both entities.

  • DD Creative Profile Picture
    DD Creative 45 on at
    Re: Branch/Industry in Leads equal to Branch/Industry in Company Data

    Hi Rune

    Thank you so much for your help! Have a nice day!

    Best

    Gerrit

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