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Mapping field (Opportunity to Contact) RRS feed

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    Hi All,

    I created text field name as "Pan Card Number" in opportunity entity and also creat a text field name as "pan Card Number" in contact entity.

    requirment :-

    when we create new opportunity and enter Pan Card Number this pan card number automatically will go in contact entity pan card number

    Opportunity Enity                    Contact Enity

     Par Card Number                    Pan Card Number

    123456                                      123456

    Saturday, August 11, 2012 7:30 AM

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    Hi,

       You can try writing Workflow for this case in Opportunity Entity.

    You can follow these Steps:

    1.Goto Settings-> Solution-> Process-> New

    2.Create a Workflow for Opportunity Entity and Click the "Record Fields Change" as this should be triggered only when Pan Card No in        Opportunity is changed.

    Follow this Step:

    Click the "Set Properties" button, Select PAN Card No in Contact form and choose"{Pan Card Number(Opportunities)}".

    Activate the Workflow and Check.

    Naren


    • Edited by Naren MN Monday, August 13, 2012 6:18 AM
    • Marked as answer by Mintu Shahid Saturday, September 29, 2012 5:08 PM
    Monday, August 13, 2012 6:17 AM

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    If you create a new opportunity and then select a contact your mapping won´t work, cause no mapping attributes will be loaded/synced after a lookup value (contact) is added.

    Mapping only works, if you´re creating an opportunity from your contact entity. So you will have to create a plugin / process or a JScript that updates your Pan Card Number.

    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist CRM Online 30 Tage kostenfrei testen – http://crm.dynamics.com/de-de/trial-overview

    Saturday, August 11, 2012 7:44 AM
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    If I get your question you are actually looking to update contact with the day entered on opportunity.

    You can achieve the above by design a workflow that fires on update of opportunity. Select the update action and. In entity listing select the opportunity --> customer --> contact and map the opportunity.pancard to contact.pancard.

    HTH 

    Sam 

    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by Sam - Inogic Saturday, August 11, 2012 11:29 PM
    Saturday, August 11, 2012 11:29 PM
  • Question
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    Hi,

       You can try writing Workflow for this case in Opportunity Entity.

    You can follow these Steps:

    1.Goto Settings-> Solution-> Process-> New

    2.Create a Workflow for Opportunity Entity and Click the "Record Fields Change" as this should be triggered only when Pan Card No in        Opportunity is changed.

    Follow this Step:

    Click the "Set Properties" button, Select PAN Card No in Contact form and choose"{Pan Card Number(Opportunities)}".

    Activate the Workflow and Check.

    Naren


    • Edited by Naren MN Monday, August 13, 2012 6:18 AM
    • Marked as answer by Mintu Shahid Saturday, September 29, 2012 5:08 PM
    Monday, August 13, 2012 6:17 AM