to transfer field from account and display it in contact form in Microsoft Dynamics 2011 RRS feed

  • Question

  • have the account form with the website of the company in the field called website. When I create a contact from account form,I need this field to self populate in the contact form just what the the address fields are doing.

    Thursday, April 21, 2011 9:23 PM


  • Hi,

    Simply add a field mapping to the relationship 'contact_customer_accounts' between your two web site fields. this will 'map' the value from your account to the new contact but only when created from within the context of the account. For more info on how to do this, look at the help feature built into crm.


    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd.
    Thursday, April 21, 2011 10:03 PM