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Mapping field from Account into custom Activity type - CRM 2013 RRS feed

  • Question

  • Hello,

    I have an issue that seemed simple at first but I've been hitting a wall with. I will also preface by saying that I know it is possible to do the following using code, however, I'd prefer to use an out of the box option if one is available.

    I have created a custom activity type that regards Account. I have a custom field on my Account form (its a date field). On my custom Activity I have a matching field. I want to set up mapping on my custom activity so that as soon as I open a new Activity form from the Account, the system maps the value from the field on the Account to the field on the Activity. Just like it does when you open a new activity from the Account, and the "Regarding" field is automatically filled out.

    I've tried playing around with the relationships and mappings available under the entities customization, and this is probably where the solution lies, however I haven't been able to pull it off yet. Your help would be greatly appreciated. Thanks!

    John

    Tuesday, January 6, 2015 3:01 PM

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