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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Contacts fields sync t...
Microsoft Dynamics CRM (Archived)

Contacts fields sync to lead

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Posted on by Syed_Faisal 815

Hi,

facing issue with lead entity,  After selecting Existing Contacts or New, it is not synic job title, emails. Even i checked relationship. Still it is not syncing.

What could be the issue?

Regards

Faisal

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I have the same question (0)
  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi Syed,

    I don't think if you select an existing contact record then the other field sync as by specifying existing contact you are telling crm that you already have a contact related to this record so don't create a new one. If you do not select existing contact then it will create a contact and then also populate other fields.

    Although, it doesn't make sense to update your existing data with the values from the lead but if you still require to update the contact then you can write a workflow on lead qualify and then update the values of existing contact.

    Hope this helps.

  • Verified answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,211 on at

    Hi Syed,

    OOB that is not provided by Microsoft instead if you want it you can create workflow for this, I have create one below and tested it as per your requirement. Please check below screenshot.

    8880.workflow2.PNG

    8880.workflow2.PNG

    2514.lead.PNG

    If you find it helpful, Please mark as Verified.

    Best Regards,

    Shahbaaz

  • Syed_Faisal Profile Picture
    Syed_Faisal 815 on at

    Hi Shahbaaz,

    First sorry for the late response because i did not get reply through email their may be issue with Dynamics CRM community.

    I did tried the same way the one which you instruct but did not got work to me.

    PFA

    5621.Untitled.png

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,211 on at

    Hi Faisal,

    The condition are different in your workflow and my, please check it. I have condition only for parent contact contact data and you have lots of conditions, please modify it and try.

    If you find it helpful, please mark as verified.

    Best regards,

    Shahbaaz

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

    Hi Sayed,

    Ideally Leads are used for quick entry of  Account & Contact information first  and then match to existing Account/Contact before qualifying. It does not mean that all information of lead is going to sync with existing contact or Organization. Its  nothing but mapping with lead and contact or company in other words you can say to identify the lead.

    If the Sales Person knows that there is an existing Account/Contact already then they would probably be better off creating an opportunity against that account rather than a lead.

    So now if you really want to update your lead information with contact then you need to write your custom logic using plugin or workflow whatever your preferred when lead will mapped to existing contact or account.

    Hope this helps.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi

    You can write plugin for this.

    JavaScript is also an option for you

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,211 on at

    Hi,

    Did you resolved the issue? or still facing any issue?

    Thanks,

    Shahbaaz

  • Syed_Faisal Profile Picture
    Syed_Faisal 815 on at

    8838.sync.pngHi Shahbaaz,

    Thanks for the reply, still facing same issue. They way which you tried is not showing same here. PFA.

    It may be because of different version ?

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,211 on at

    Hi,

    Please check condition like below,

    leadnew.PNG

    If you still face any issue, Please let me know and if not then Mark my answer as verified.

    Best Regards,

    Shahbaaz

  • Syed_Faisal Profile Picture
    Syed_Faisal 815 on at

    Hi,

    I have corrected the condition as instructed but still Job Title and Email is not getting sync. Even tested with new lead as well.

    PFA

    Not sure this workflow need to run in background or need to run during creating leadD?

    sync2.pngsync2.pngsync3.png

    Thanks for the reply !

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