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CRM 2015 - Convert to opportunity column pre populate RRS feed

  • Question

  • 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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