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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Lead source field in t...
Microsoft Dynamics CRM (Archived)

Lead source field in the opportunity entity mapping

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Posted on by Community Member

Hello, 

I am having trouble mapping lead source field from lead source to the opportunity entity. I created a new lead source field in the opportunity and set the data type same as the one in the lead source. Do I need to create a new 1:N relationship in lead source or opportunity entity? Also, am I supposed to copy the labels and values under options section? Please let me know. Any help would be appreciated. 

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  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,212 on at

    Why dont use existing lead-opportutnity relationship and create a new mapping field in the existing relationship

  • Community Member Profile Picture
    Community Member on at

    That's what I originally did and it isn't working. Do I need to copy the labels and values? or just set the same data type?

  • Suggested answer
    Drew Poggemann Profile Picture
    Drew Poggemann 4 on at

    Hi VLampone,

    I guess my question here would be why do this?  You should be able to refer back to the lead at any time with the originatingleadid that is on the opportunity.  

    If you want to continue to do what you are doing there are a couple of options I would think of:

    1.  Do not use the current lead source and create a new global option set that contains similar values and then create a field on the lead and the opportunity for this and you can then setup as a mappable field from the lead to the opportunity in the 1-N relationship mapping fields.

    2.  You could setup a workflow on the creation of the Opportunity that will look at the lead's lead source fields and set a field's values on the opportunity appropriately.  This could map multiple values on the lead to a single mapping on the opportunity or any other logic you desire.

    Hope this helps!

    Thanks,

  • Community Member Profile Picture
    Community Member on at

    Here is what it looks like in orginatinglead in the lead source entity and it is mapped to new_leadsource in the opp entity.

    This is what Lead Source field looks like in the Opp entity but the options are blank. Am I supposed to copy the ones from Lead source?

  • Suggested answer
    Drew Poggemann Profile Picture
    Drew Poggemann 4 on at

    Hi Vlampone,

    Your images aren't coming through...

    Can you modify?

    Thanks,

  • Community Member Profile Picture
    Community Member on at

    Strange. I can see them fine. Here are the links.

    http://i.imgur.com/jLPAbyW.jpg

    http://i.imgur.com/YUu7DXG.png

  • Suggested answer
    Drew Poggemann Profile Picture
    Drew Poggemann 4 on at

    Hi Vlampone,

    Are you not using a global optionset.  You will need to have a global optionset to do what you have above or you need to do through the workflow as I mentioned.

    Know what I mean?

    Thanks much,

  • Community Member Profile Picture
    Community Member on at

    Yes, the image in the 2nd link shows that the data type is set to Options Set. Isn't that global option set?

  • Suggested answer
    NKC Profile Picture
    NKC on at

    Hi 

    There is already relation ship exists between lead and opportunity(N:1), to populate lead source on opportunity,

    you need to create lead source field on opportunity , same type as lead (optionset) and you give optionset values same on both lead and opportunity, not label option sets uses values . And then go to mappings on relationship and create new mapping. 

  • Community Member Profile Picture
    Community Member on at

    Sorry, no it is set to global optionset but the lead source already have custom values:

    https://imgur.com/1NOBn2Q

    What I want is for the field in opp entity to display these values from lead source

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