Copy a custom field from Lead to Opportunity during Qualify Step

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I created a custom field new_region in the Lead entity. I also have same field in Opportunity entity. If a Region exists in Lead, I would like the Qualify action to copy the new_region value from the Lead to the Opportunity Entity. What are the steps involved please? Thank you!

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rmcanally65 on at

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Are the fields mapped in a relationship from Lead to Opportunity?

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Community Member on at

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Not yet! Wondering what relationship I need to build too. Thanks!

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Aileen Gusni 44,524 on at

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Hi VJH,

You can use mapping from Lead to Opportunity.

Use the OOB Relationship Lead - Opportunity, not other relationship.

See this link:

www.zero2ten.com/.../processing-opportunities-created-after-qualifying-leads-on-the-new-user-experience-forms-in-microsoft-dynamics-crm

And other example, but change it to the Opportunity entity like the first link:

www.pardot.com/.../mapping-your-mscrm-lead-fields-to-contact-fields

Overall, What you need to do is go to the Customization

Go to the Lead and then expand the 1:N Relationship, find the Relationship to the related entity = Opportunity (find the OOB relationship with field name = Originating Lead)

Then double click, edit the mappings (from the first link already explain the detail steps with picture) then add your custom field you want to copy.

Just take a note, you need to make sure the entities Lead and Opportunity are having the same field with same type.

I think your region is either Lookup or Single line of text.

If you are using Option Set make sure using Global Option Set.

Hope this helps!

Thanks.

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Community Member on at

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Hello Aileen - Thanks for the prompt response! I will try this out (next few days) and report back! Best Regards!

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Mahadeo Matre 17,021 on at

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Hi,

You dont need to build new relationship, its already in CRM

Double click on relationship, then you will see Information and Mappings on left side navigation panel.

Click on Mappings and then click on new button.

Then you need to select your Region attribute from source(Lead) to Target Opportunity.

Click OK, Save entity and publish your customization.. done.

Note: when you are mapping attributes, you need same data type and same length in both source and target entity.

Here are more details about attribute mapping

https://msdn.microsoft.com/en-us/library/gg334512.aspx

http://www.powerobjects.com/blog/2012/06/26/microsoft-dynamics-crm-relationship-mappings-help-keep-customer-and-bill-to-customer-consistent/

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PS 23,577 on at

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go to settings>>Customization>>customize the system>>Entity>>Leads>>1:n mapping>>click opportunity originating lead>>New >>select source fields & click ok>>Publish customizations

You are now good to go for your desired result

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PS 23,577 on at

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Do mark my answer as verified if it helped

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Aileen Gusni 44,524 on at

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Great VJH,

Just follow the steps mentioned before and the link I gave to you already give an example there.

Thanks.

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Community Member on at

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Really helpful!

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Community Member on at

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Really helpful Prashant, thanks!

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