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Hi,I recently changed dropdown options for the Industry Field on the Leads and Accounts Cards. However, now I've noticed that when I qualify the lead the Industry does not auto populate the Account Industry. What is the best way to do this?Thanks in advance!
Hi Jeremy Barstead,
It sounds like it is necessary to create power automate.But please try this first:
https://ledgeviewpartners.com/blog/auto-populate-opportunities-lead-data-dynamics-crm/
Hi Haig Liu ,
Thanks for your response. I followed the instructions to step 8, however, when selecting the Source Entity Field and the Target Entity Field, there is no Industry option under "Target Entity Fields".
Full disclosure: I accidentally clicked on the "More Actions" dropdown and selected "Generate Mapping" so I am not sure if that is why I cannot find the "Industry" option under "Target Entity Fields".
Is there a way I can add Industry to the "Target Entity Fields" list?
Thank you,
Jeremy
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