Monday, 10 March 2008 6:44 AM
I am using Microsoft CRM 3.0.
By default, when you open a lead and click on the convert button, it allows you to convert that lead to an opportunity. However in my case, I modified the lead entity slightly. My Lead entity has this custom attribute called "Lead Type" which has several values to choose from a drop down list. My Opportunity entity has this custom attribute called "Opportunity Type" which is supposed to take the value from Lead entity when it is converted. Furthermore, my Opportunity entity has another Business Required attribute called "Estimated Completion Date" which is not linked to anything and must be filled in manually after the conversion.
Now, when I try to convert a lead to an opportunity, the process does not generate the activities that I had specified in the Workflow Manager. Previously before modifying the entities, conversion has no problems generating those activities. Does this have something to do with the modifications I mentioned?
Imran suggested that I do the mapping right and also install Rollup Update 2.
I have since installed rollup update 2. I have also since done the mapping for both entities. But the problem is still persisting.
I'm beginning to think that it has nothing to do with the mapping. I did the mapping already, still it does not work.
In my Workflow Manager, I specified that when an opportunity is created, it automatically triggers a set of sale cycle tasks. Somehow, these tasks are generated when I create the opportunity. It does not work when I convert a lead into an opportunity.
Where could the problem lie?
Monday, 10 March 2008 8:22 AMModerator
You need mappings of lead entity and oppertunity entity.. Add fields at there and if there are some changes required required fields you have to mention that in mappings.
I hope after doing proper mapping it will work.
For more see MS CRM Guide for sales