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Lookup Fields and Mapping

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Posted on by izakc

Trying to remove the field mapping for lookup fields related to an account. For an example: if I'm creating an opportunity from an account page, I'd like the account field for the opportunity to be autopopulated. However, there are other lookup fields referencing other accounts that are not the primary account on the opportunity that I do not want to be mapped. Is there any way to remove these mappings?

Example:

Account --> Opportunity (Primary sale)

Distributor --> Opportunity (Associated)

Manufacturer --> Opportunity (Associated)

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Wahaj Rashid 11,321 on at

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Hi,

You can configure the mapping in relationship settings.

Here are the steps:

Go to System Setting -> Customizations -> Custome the System.

Expand Account entity and click 1:N relationships.

Open the relationship (lookup) you want to configure (between Account & Opportunity).

Click on Mappings and remove the unwanted mapping.

Once you remove the mapping for other lookups, it won't automatically populate.

I hope this clarifies and answers your query.

Best,

Wahaj

(if it helps, mark it as verified)

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izakc 80 on at

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Hi Wahaj,

Thanks for the prompt response. However, when I go to delete the mapping, it says it is unable to as it is required. Any thoughts on why that could be? The lookup fields it is referencing are not set as required fields.

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meelamri 13,216 User Group Leader on at

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Hi,

It's by design, you can't remove this mapping. You can use some JS Code to clear the mapped field's value.

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Wahaj Rashid 11,321 on at

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Hi,

Sorry I forgot to mention some system mappings cannot be removed.

In this case, as Mehdi suggested, you have to register a JS Function on Load of the form to reset the lookups (if form type is create).

Thanks,

Wahaj

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Wahaj Rashid 11,321 on at

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Hi,

One quick questions, the lookups you mentioned are System Lookups or your custom lookup fields?

Thanks,

Wahaj

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izakc 80 on at

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Hi Wahaj,

The lookups are custom fields referring to system fields.

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Jaydip Dabhi 170 on at

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Hi, Izakc

Here I'm sharing some reference about field mapping i hope that will help you. and you will find better solution.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/lookupmapping?view=dynamics-ce-odata-9

https://www.crmug.com/communities/community-home/digestviewer/viewthread?MessageKey=24488739-2f41-49e5-8d87-3b2ac43b6bbc&CommunityKey=dc83c23b-ede0-4070-ae7a-dd90859148a6&tab=digestviewer

Thanks reguards

website: dynamics crm mapping

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