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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Regarding Lead Table :...
Customer experience | Sales, Customer Insights,...
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Regarding Lead Table : to auto update lookup field "Parent Account for lead" & "Parent contact for lead"

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Posted on by ekmode8483 71

Hello All,

We use lead table and most of our leads are coming from existing accounts and contacts. We want to create a workflow/flow on lead table to auto populate/update lookup field "Parent Account for lead" &  "Parent contact for lead".

Condition : if the fist name ,last name , email id capture on lead form matches to existing contact then the  "Parent contact for lead" & "Parent Account for lead" should be updated with right records instead of user searching in those 2 lookup fields. 

Trigger : when new lead record is created OR  fist name ,last name , email id fields are updated.

pastedimage1683303948515v1.png

Do share SOP/Steps to achieve above requirement.

Thank you in advance

  • Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: Regarding Lead Table : to auto update lookup field "Parent Account for lead" & "Parent contact for lead"

    Hi ekmode8483,

    Mike is right, an OOB approach without the use of JS and plugins is:

    1.Open an account or contact

    2.Click on Related -> select leads

    3.Create a new lead and the fields will be pre-populated.

    Regarding JS, I am not a professional developer,

    so this may take some time to find and modify.

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,494 Super User 2024 Season 2 on at
    RE: Regarding Lead Table : to auto update lookup field "Parent Account for lead" & "Parent contact for lead"

    Hi ekmode8483,

    If you don't need that the field will be filled in real time,

    You can use Power automate for your need.

    Reagrds,

  • dynamikes365 Profile Picture
    dynamikes365 69 on at
    RE: Regarding Lead Table : to auto update lookup field "Parent Account for lead" & "Parent contact for lead"

    An alternate approach that accomplishes almost all of this, but which requires no coding, is to put Lead and Opportunity sub-grids on the Account and Contact forms (or use the Related records tab). Then simply train your users to create new leads and opportunities from the respective regarding account or contact. This auto-populates most of the data you are looking for automatically.

  • ekmode8483 Profile Picture
    ekmode8483 71 on at
    RE: Regarding Lead Table : to auto update lookup field "Parent Account for lead" & "Parent contact for lead"

    Hi

    Thank you for your reply.

    I am not very familiar  with JS to make changes but will explore Dataverse, if you a sample for JS to achieve something similar can you share.

    Thank you

  • ekmode8483 Profile Picture
    ekmode8483 71 on at
    RE: Regarding Lead Table : to auto update lookup field "Parent Account for lead" & "Parent contact for lead"

    Hi

    Thank you for your reply.

    I am not expert in plugin, can you share a sample if any or link.

    Thank you

  • Kamil Racki Profile Picture
    Kamil Racki 5 on at
    RE: Regarding Lead Table : to auto update lookup field "Parent Account for lead" & "Parent contact for lead"

    I think the best way to achieve this:

    1. create plugin on update, create step

    2. find contact based on first name ,last name , email id

    3. add this contact to target

    4. Register plugin

    Other way is to create flow, but creating flow for that simple logic is not good solution for me because after while you will have army of that flows.

  • Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: Regarding Lead Table : to auto update lookup field "Parent Account for lead" & "Parent contact for lead"

    Hi ekmode8483,

    You may need to use Dataverse search:

    https://learn.microsoft.com/en-us/power-automate/dataverse/search

    However, I think it would be better to use JS to edit the Onchange event.

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