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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / New Entity in Lead an ...
Microsoft Dynamics CRM (Archived)

New Entity in Lead an Account but the Data will not transfer

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Posted on by Community Member

Hi,

i create a new entity "contact point history" in leads with the 1:N Releationsship and in the Account Entity ones again with the 1:N Relationship.

In Leads there works fine. But when i try to qualified the lead to an account, the "contact point history" will not move to the account.

have anyone an idea?

Greetings

Verona

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  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at

    You have to Map "Contact Point History" field of lead with "Contact point of history " field of Account.

    Open Account entity in solution-->Click on N:1 relationship--> Open "account_originating_lead" relationship-->In left hand side click on Mappings--> Create new mapping and map fields.

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    This is expected behavior , field mapping works only for source and target entity only. To move custom entity data you can write plugin and registered in the “QualifyLead” message and “Post Operation” Stage.

    Another workaround would be implement quick view form in the lead entity where add the subgrid of your custom entity. Now in the account entity add the  quick view form referenced with originatingleadid.

  • Suggested answer
    Pawar Pravin Profile Picture
    Pawar Pravin 5,237 on at

    Hi Verona,

    If you are supposed to create "contact point history" record on lead qualify, you need to registered one plugin on "QualifyLead" message. On lead qualify plugin you can create record

  • Community Member Profile Picture
    Community Member on at

    Thank you a lot. What is the qualified lead plugin an where i can find it?

  • Suggested answer
    Pawar Pravin Profile Picture
    Pawar Pravin 5,237 on at

    Please refer below url

    mscrmmindfire.wordpress.com/.../using-plug-in-get-the-created-records-when-lead-was-qualified

    columbuscrm.blogspot.com/.../how-to-qualify-lead-without-creating.html

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