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

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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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Dynamics365 Rocker 7,755 on at

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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.

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gdas 50,091 Moderator on at

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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.

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Pawar Pravin 5,237 on at

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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

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Community Member on at

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

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Pawar Pravin 5,237 on at

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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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