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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Lead form get data fro...
Microsoft Dynamics 365 | Integration, Dataverse...
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Lead form get data from account table

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Posted on by HarHar 112

Hi 

I would like to get the data from an Account into a Lead.

When creating a lead and a company account selected, it will auto fill the Annual Revenue, Description and Company size.

Appreciate your great help.

Cheers

HarHar

  • HarHar Profile Picture
    HarHar 112 on at
    RE: Lead form get data from account table

    Hi Leah,

    Bingo, it works.

    All of my issue has been fixed.

    Really appreciate your great help.

    Cheers

    HarHar

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Lead form get data from account table

    Hi HarHar,

    You can create one workflow to achieve it.

    You mentioned that you selected account in the lead, the field is 'Existing Account'?

    pastedimage1681781746299v1.png

    Actually, the field named 'parent account for lead' on the lead entity, so you need use the field as trigger and condition in workflow:

    --Trigger field

    pastedimage1681783976992v3.png

    --condition:

    pastedimage1681782075168v3.png

    --Update leads:

    pastedimage1681783956198v2.png

    --Save and active it.

    pastedimage1681783921148v1.png

    --Test:

    pastedimage1681783745004v6.png

    pastedimage1681783803118v8.png

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