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Microsoft Dynamics CRM (Archived)

Linking Leads to Opportunity

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Posted on by 5,514

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

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  • sandeepc Profile Picture
    5,514 on at

    Once lead is qualified  converted to opportunity we need to know which opportunity is from which lead

  • sandeepc Profile Picture
    5,514 on at

    can i get a best solution for this, as i am expecting the same . will be marked as verified sonn i get solution

  • Verified answer
    Hemant Kumar Sahu Profile Picture
    1,829 on at

    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

  • sandeepc Profile Picture
    5,514 on at

    where and how

  • Verified answer
    Hemant Kumar Sahu Profile Picture
    1,829 on at

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

    and easly you can get the records in advanced find.

    Thanks

    Hemant

  • sandeepc Profile Picture
    5,514 on at

    8321.lead.PNG i did not find in solutions

  • Verified answer
    Hemant Kumar Sahu Profile Picture
    1,829 on at

    Sandeep,

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

    Thanks

    Hemant

  • sandeepc Profile Picture
    5,514 on at

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

  • Verified answer
    Hemant Kumar Sahu Profile Picture
    1,829 on at

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

  • sandeepc Profile Picture
    5,514 on at

    then we can check using relationship right

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