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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Convert to Opportunity...
Microsoft Dynamics CRM (Archived)

Convert to Opportunity from Outlook Email

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Posted on by Community Member

Is it possible to map the Company Name of the Sender (Account) to the Potential Customer  by default instead of the contact himself?

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  • Suggested answer
    M.Azwar Alam Profile Picture
    M.Azwar Alam on at
    RE: Convert to Opportunity from Outlook Email

    Hi,

    You cannot set company name as potential customer because company name is text field. You can have account name with company name and set that account to potential customer

    Mark answer as verified, if it works for you

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