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Mapped Project field not updating in Time Entry from Related Case entity

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Posted on by TW-27041050-0

Hi all, I have an issue where I have 2 lookup fields, one in Cases, one in Time Entries. I populate the project name in Cases and then via a subgrid I want to add a new time entry. There it should automatically prefill the project name from Cases.

I have this working on the Sandbox environment without any issue, however when adding the exact same setup in production it doesn't work. Other fields I have mapped (internal/external comments for example) are showing up nicely, but Project and Project Task are not.

I have double checked each and every setting, configuration and what not, but I just cannot find the reason why this happening. I might be missing something, but not sure what. Any help would be very much appreciated

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Leah Ju Microsoft Employee on at

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Hi Partner,

You should check mappings of this project lookup fields between case and time entry entities.

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/map-entity-fields?view=op-9-1

Go to Settings > Customizations > Customize the system.

Expand entities, Case > 1:N relationship:

Find and edit relationship with time entry:

Make sure that projects fields in these two entities has one mapping,if it doesn't it will need to be created for it.

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah
TW-27041050-0 3 on at

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Hi Leah,

Thanks for your reply, but I have already done this. Still the field values are not showing up. Any other ideas?

Thanks,

Thabor