Hi there,
When you create a new Lead and select an existing Account in the Company (or Parent Account for Lead) field, Dynamics 365 does not automatically copy or synchronize additional company information such as address, phone, or website to the Lead record.
This is expected behavior. Dynamics intentionally keeps the Lead record lightweight and only links it to the Account and Contact. The purpose of this relationship is to make sure that during the qualification process, the existing Account and Contact are reused and no duplicates are created. The Opportunity that results from qualifying the Lead will automatically stay connected to those records.
If you want to populate Account information directly on the Lead form, there are two simple ways to achieve this:
1. Recommended: Real-time workflow (inside Dynamics)
Create a real-time workflow on the Lead table that triggers when the Parent Account for Lead field is updated.
In this workflow, add an “Update Record” step to copy the required fields (for example, address, phone, website) from the related Account to the Lead.
Since it runs in real time, the fields are updated immediately and visible on the form as soon as the record is saved.
2. Alternative: Power Automate cloud flow
Build a flow that triggers when a Lead is updated and the Parent Account for Lead field contains data.
The flow retrieves the Account information and updates the Lead record with those details.
Because Power Automate runs outside of the Dynamics real-time context, the user must manually refresh the form or reopen the record to see the updated data.
Both approaches achieve the same functional result. The real-time workflow, however, provides the smoother experience directly within Dynamics without requiring a manual refresh.
