locked
how to copy a value from option set from one form to option set of another form in CRM 2011? RRS feed

  • Question

  • Hi,

    On qualifying lead I have to copy value from option set from lead entity to option set field on company entity. 

    But I am not able to do this through dialog. Is there any other way?

    Friday, December 28, 2012 10:34 AM

Answers

  • Hi,
       If I understood correctly, you are trying to copy one optionset value from lead to account(company) on qualifying the lead. If so, you can do it using Mapping feature. Open 1:N relationship of Lead and Account entity in the entity customizations area. Go to mappings and select source field from lead and destination field from account. Make sure that both optionsets has same no. of options.


    Vikranth http://howto-mscrm.blogspot.com "Please Mark it as answer if it helps in resolving your query"

    Friday, December 28, 2012 11:03 AM

All replies

  • Hi,
       If I understood correctly, you are trying to copy one optionset value from lead to account(company) on qualifying the lead. If so, you can do it using Mapping feature. Open 1:N relationship of Lead and Account entity in the entity customizations area. Go to mappings and select source field from lead and destination field from account. Make sure that both optionsets has same no. of options.


    Vikranth http://howto-mscrm.blogspot.com "Please Mark it as answer if it helps in resolving your query"

    Friday, December 28, 2012 11:03 AM
  • Hi,

    You can find description of field mapping here: http://rc.crm.dynamics.com/rc/2011/en-us/on-prem/5.0/help/ui_cust_mapping.htm

    Keep in mind that the option sets have to be equal - in best case you use a global option set for both entities!

    Best regards,

    Andreas


    Andreas Buchinger
    Microsoft Dynamics Certified Technology Specialist
    MCPD: SharePoint Developer 2010

    Friday, December 28, 2012 11:20 AM