web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics 365 | Integration, Dataverse...
Unanswered

Field Mapping Lead to Task(Activity)

(0) ShareShare
ReportReport
Posted on by 49

In attempting to populate a new task activity field(task.RSVPStatus) with lead.salesstagecode information before saving, I've come across field mapping and had hoped this would do the following.

On load/creation of a new task, the task.RSVPStatus field would be populated with the lead.salesstagecode information.

It appears Field Mapping should be able to do this, but I able not able to see how to do this as Tasks do not have a N:1 relationship with Leads that allows for mapping that I can see.

Any tips on how to initially populate this before saving?

Thank you

I have the same question (0)
  • Community Member Profile Picture
    on at

    Hi loozle,

    Workflow can't achieve this. Do you mind using JS?

  • loozle Profile Picture
    49 on at

    Hello again Steve,

    I was hoping to get away from code on this if possible.

    I'll have one of my developers look at it.

    Thank you!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
Martin Dráb Profile Picture

Martin Dráb 47 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 38 Super User 2025 Season 2

#3
Pallavi Phade Profile Picture

Pallavi Phade 32

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans