News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) Problems with Field Ma...

Microsoft Dynamics CRM (Archived)

Problems with Field Mapping

(0) Share

Report

Report

Posted on by Community Member Microsoft Employee

I'm having some problems figuring out the field mappings.

I have two entities setup like follows:

Contact

Company Name (Account Lookup)
Organisation (Account Lookup)

Account

Parent Account (Account Lookup)
Organisation (Account Lookup)
Primary Contact (Contact Lookup)

When the user opens the "Contact Quick Create Form" from the "Primary Contact" field on the "Account" I want the "Organisation" to be the same as the selected "Company Name" account. But currently it is populating both the "Company Name" and the "Organisation" with the same account value.

Am I missing something here ?

*This post is locked for comments

All responses Img

All responses (1)

Answers Img

Answers (0)

David Jennaway 14,063 on at

Like (0)

Report

RE: Problems with Field Mapping

I don't think you're missing anything here - this is just how CRM behaves. I think your only option to get the behaviour that you want is to write some javascript on the quick create form to set the fields how you want them

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2

Martin Dráb 230,188 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans