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CRM 2015 - Convert to opportunity column pre populate

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Folks:

I have a column on Appointments form as 'Products' which is a lookup. I also have a column as 'Products' in the 'Opportunity' which is also a lookup. When I convert a Appointment to Opportunity the Topic column in Opportunity prepopulates with Subject from Appointments. I would also like the Products column in Opportunity to prepopulate with the Product selected in Appointment. I would like to know how can I achieve this. We are on CRM 2015 on premise.

Thanks !

Thursday, March 17, 2016 1:12 PM

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Hi,

How are the two related and how do you create the opportunity?

Regards
Rickard Norström Developer CRM-Konsulterna
http://www.crmkonsulterna.se
Swedish Dynamics CRM Forum: http://www.crmforum.se
My Blog: http://rickardnorstrom.blogspot.se

Thursday, March 17, 2016 3:22 PM
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Are you asking how Appointments & Products is related or how Appointments and Opportunity is related? Products is a seperate entity which stores the names of the Product names.

Thursday, March 17, 2016 6:00 PM
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Hi,

I'm sorry, I was obviously a bit confused. I was asking how the appointment was related to the opportunity, but there's an OOB relationship there. Now to the somewhat tiresome thing, that's not the normal parental relationship, at least as far as I can see. Normally you have a 1:N relationship and when you create a child object you can set the mapping between the two but I can't really see that there is a mapping. I suppose you can somehow create a plugin that does that for you, the opportunity create should have a depth of two I would guess and you can take it from there but it's not the easiest plugin to work with if you're not used to plugin coding.

Maybe someone else has an easier solution for you, sorry to say I haven't.

Regards
Rickard Norström Developer CRM-Konsulterna
http://www.crmkonsulterna.se
Swedish Dynamics CRM Forum: http://www.crmforum.se
My Blog: http://rickardnorstrom.blogspot.se

Thursday, March 17, 2016 8:03 PM
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Hi,

What you want to achieve is very similar to below thread.

https://social.microsoft.com/Forums/en-US/b0e080f2-9cac-4466-b756-55e4b7f6fca0/cant-customize-convert-phone-call-to-opportunity-form?forum=crm

Convert to Opportunity menu on Appointment opens a CRM ASPX page(as popup).if you check the html you will find Iframe with source like this

/Activities/act_dlgs/convert_activity.aspx?activityType=4201&customerId=%7bDADBF80A-5414-E311-8E0B-0050569F538A%7d&customerName=Test%20Acc&customerType=1&dType=1&ownerId=%7bB73005E7-2CFD-E311-9873-0050569F538A%7d&ownerType=8&subject=MyAppointment

If you want to customize "convert_activity.aspx" page it is not Supported approach.

I will suggest you to create a custom application which mocks the given behavior. It can be achieved with combination of plugins ,Javascript and HTML.

check below blogs

https://social.microsoft.com/Forums/en-US/513a6a77-cc7b-4fe2-aa0c-a84eefa3e889/override-logic-of-qualify-lead-button?forum=crmdevelopment

http://microxrm.blogspot.in/2012/12/qualify-lead-ribbon-button-behaviour.html

Regards,

Yusuf

If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Thanks and Regards, Mohammad Yusuf Ansari http://microxrm.blogspot.in
- Edited by Mohammad Yusuf Ansari Friday, March 18, 2016 7:33 AM
Friday, March 18, 2016 7:26 AM

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CRM 2015 - Convert to opportunity column pre populate

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