What is the quickest way to re-create fields in CRM 2013? RRS feed

  • Question

  • I have a lot of fields in the Lead Entity form that I need to re-create in the Opportunity Form. What is the quickest way to replicate a form so that the field,schema,logical names are still the same? I want to use the same client side script in Leads form on the Opportunity form.
    Monday, October 28, 2013 12:00 PM

All replies

  • One easy way to do this is to create attributes using the import wizard. Check this. Though the approach is described for CRM 2011 the same can be used for 2013.

    1. Export sample data from lead(so you have an excel with the fields same as that of lead). Add any additional fields required for opportunity.

    2. Import the file and create new fields while mapping the fields

    Fields will be created with this. You'll have to take of the scripts after that.

    Hope this helps!


    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'

    • Proposed as answer by Mamatha Swamy Monday, October 28, 2013 2:47 PM
    Monday, October 28, 2013 2:46 PM