Custom Field in Lead Summary

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Posted on by protas

I am a new comer in Dynamics so pardon me if you find me a noob.

I created a custom fiend in Sales -> Lead called Role in Practice. This field has dropdown choices. The filed works OK. However, when I Qualify the Lead, the particular field does not flow on the Accounts

What I would like to do is if I fill-up the "Role in Practice" while I am still under Lead. It should carry the value in Accounts, when I Qualify the Lead. I hope I am making sense.

Thanks for the help.

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Verified answer

meelamri 13,216 User Group Leader on at

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Hi,

You need to implement a mapping for this scenario.

Please refer to this blog:

http://organonconsulting.com.au/wp/mapping-your-microsoft-dynamics-crm-lead-fields-to-account-and-contact-fields/

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/map-entity-fields

Good luck !

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Verified answer

LuHao 40,892 on at

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Hi protas,

Is the Account field also an option set field? Are its options the same as the Lead field "Role in Practice"?

If so, as Mehdi said, we need to use the mapping in the relationship.

Go to Customize the System, click Account > N:1 Relationships, edit account_originating_lead.

Click Mappings.

New.

Select "Role in Practice" in Account and Lead. Save it.

In this way, when you qualify a lead, the value of Lead field "Role in Practice" will be copy into the Account field.

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protas 12 on at

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Hi Lu,

You are AWESOME!!!! Now I move with my project. THANK YOU!!!!

Eunar

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protas 12 on at

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Thank you Mehdi for the response. I appreciate all the help you guys provided!

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meelamri 13,216 User Group Leader on at

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Don't hesitate to post your questions Have a nice day.

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ellybfox30 5 on at

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Please make sure to check your mappings from Lead to Account. there is referential relationship between Lead to Account where you can add the fields that you wanted to Map, once its mapped properly it will automatically flow.

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ali.rizvi 10 on at

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Hi Mehdi,

I followed the steps in your solution but for me the relationship pane is showing blank. Please see following screen cap for reference.

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