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CRM 2013 Mapping Fields across entities RRS feed

  • Question

  • Hello -

    I'm trying to get the already populated account field in the opportunity to populate the custom account field in the appointment.  This appointment was created while working in the related opportunity. 

    I can't use workflow since the custom account field is required in the appointment, therefore i can't save the appointment since it is blank upon creation. 

    In regards to mapping,  the OTB relationships that are built for opportunity to appointment don't show a mapping option so I created a new one and set the mapping.   I wasn't able to make the account data to auto populate upon creation.  Not sure what I'm missing.  

    Any thoughts would be great!

    CRM On-premise

    Thank you -

    Torry



    • Edited by Torry D Thursday, August 27, 2015 2:57 PM
    Thursday, August 20, 2015 3:36 PM