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Microsoft Dynamics CRM (Archived)

Sharing fields between a lead form and an opportunity form

Posted on by Microsoft Employee

I know you probably get asked this loads of times, but I cannot find out how to do this.

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  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,210 on at
    RE: Sharing fields between a lead form and an opportunity form

    HI

    There is concept called mapping in the relationship form. From that we can map the field from lead to opportunity.

  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at
    RE: Sharing fields between a lead form and an opportunity form

    Hi,

    you can do this by attribute mapping.

    here are some links for attribute mapping

    msdn.microsoft.com/.../gg334512.aspx

    crm.fullscope.com/save-time-entering-data-into-crm-by-mapping-fields-between-records

    help.pardot.com/.../2132758-mapping-your-microsoft-dynamics-crm-lead-fields-to-contact-fields

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