Link customized entities

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Posted on by Community Member Microsoft Employee

I need to link/map some customized fields between opportunity and lead entity..

There are some customized fields i created in both entities..

and i need when i qualify a lead to transfer the same fields values, as when i qualify a lead only the major/default fields values transferred like account, contact,.... any other customized fields values become empty and i need to fill these value again.

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Community Member Microsoft Employee on at

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RE: Link customized entities

another related question please, i need to map notes too between leads and opportunities... i couldn't find it in the source and target fields.
Community Member Microsoft Employee on at

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RE: Link customized entities

Thank you so much Raz Dynamics, it helped and worked perfectly :)
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razdynamics 17,304 User Group Leader on at

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RE: Link customized entities

Hi Shahd, you can achieve this my adding Custom Field Mappings in the entity relationship mapping between Lead and Opportunity, as long as the data type is exactly the same between the two fields they will map when you qualify your lead to an opportunity, the same can be done for your account and contact record mappings also. crm.fullscope.com/save-time-entering-data-into-crm-by-mapping-fields-between-records

Hope that helps :)