- Mapping upon conversion of Lead
- Posted by Rob Harrison on October 25th, 2007
Have a custom "many to one" entity associated with the Lead Entity called
model Request. It has the same possible relationship with the Contact Entity.
When the Lead is converted to a Contact, the line items in the Model Request
(the custom entity) do not associate with the new contact created on
Conversion.
Since it's not a one to one field for mapping, I'm not sure how to get this
data converted to the enw contact. Is this an option we can configure?
--
Thank You,
Robert Harrison
Portland: 503-345-9176 ext 814
Seattle: 206-686-3254 ext 814
Gateway Solutions Inc
www.GSIcrm.com
Certified Microsoft CRM Solution Partner
- Posted by Matt Parks on October 25th, 2007
Afraid this is not something that you can natively map. You would have to
do something via a Post-callout to copy the related values.
--
Matt Parks
MVP - Dynamics CRM
"Rob Harrison" <RobHarrison@discussions.microsoft.com> wrote in message
news:25A5FEEC-E77D-4768-BAC1-8AF6C07AEDFE@microsoft.com...
Have a custom "many to one" entity associated with the Lead Entity called
model Request. It has the same possible relationship with the Contact
Entity.
When the Lead is converted to a Contact, the line items in the Model Request
(the custom entity) do not associate with the new contact created on
Conversion.
Since it's not a one to one field for mapping, I'm not sure how to get this
data converted to the enw contact. Is this an option we can configure?
--
Thank You,
Robert Harrison
Portland: 503-345-9176 ext 814
Seattle: 206-686-3254 ext 814
Gateway Solutions Inc
www.GSIcrm.com
Certified Microsoft CRM Solution Partner
- Lead Conversion (Windows CRM) by Martin Kramer
- Mapping Lead Fields to Account During Conversion (Windows CRM) by Robyn
- Conversion of Lead (Windows CRM) by Jaison
- lead to contact mapping (Windows CRM) by Lee
- mapping between lead and customeraddress (Windows CRM) by Didier Boureau
