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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Linking Leads to Oppor...
Microsoft Dynamics CRM (Archived)

Linking Leads to Opportunity

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Posted on by sandeepc 5,005

can i know which lead is linked to which opportunity is that possible in MSCRM If yes how. 

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  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Linking Leads to Opportunity

    There is a field on the opportunity record called Originating Lead.

    You can add it to your form, and this will tell you which Lead that Opportunity was created from.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Linking Leads to Opportunity

    Just add a column of "Topic(Originating Lead)" in your required Opportunity View

    Settings>customization>entity>opportunity>views>select required view>add columns>change record type to "Originating Lead" then select topic.

    Save and close the opportunity view.

    *Publish All Customization 

    This is somewhat you'll be able to see (Opportunities originating from Lead):

    7142.opp.PNG

    Thanks!

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Linking Leads to Opportunity

    then we can check using relationship right

  • Verified answer
    Hemant Kumar Sahu Profile Picture
    Hemant Kumar Sahu 1,825 on at
    RE: Linking Leads to Opportunity

    Please use advanced find to get the realted record, if you have relationship between these two.

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Linking Leads to Opportunity

    but, i need to know which lead is linked to which opportunity

  • Verified answer
    Hemant Kumar Sahu Profile Picture
    Hemant Kumar Sahu 1,825 on at
    RE: Linking Leads to Opportunity

    Sandeep,

    You need to go the solution and open that you use for the customisation.

    Thanks

    Hemant

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Linking Leads to Opportunity

    8321.lead.PNG i did not find in solutions

  • Verified answer
    Hemant Kumar Sahu Profile Picture
    Hemant Kumar Sahu 1,825 on at
    RE: Linking Leads to Opportunity

    Solutions->Entity->lead/Opportunity->Relationship

    and easly you can get the records in advanced find.

    Thanks

    Hemant

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Linking Leads to Opportunity

    where and how

  • Verified answer
    Hemant Kumar Sahu Profile Picture
    Hemant Kumar Sahu 1,825 on at
    RE: Linking Leads to Opportunity

    Hi Sandeep,

    Check the relationship between lead and opportunity, You can get the related record with the help of advanced fined or subgrid.

    Thanks

    Hemant

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