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Industry applying to account and contact RRS feed

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    Hi there,

    I am lost.

    I have a large amount of contacts that i would like to upload to Dynamics as Leads. That is not the problem. I have input all the information that is needed, name, tel no. etc. I have inputted the Industry into the lead.

    The problem that i have is once the lead has been qualified, i am having problems because the "Industry" that i have inputted doesn't transfer over to the Accounts/Contacts.

    When i first did this, months ago, there was no problems with this but now it does not appear within thsoe contacts uploaded. 

    This wouldn't be a problem for one or two records but when i have 9000 then it would be beneficial for me to do this once and not have to go thro 9000 records once this has been qualified.

    Pls can you help?

    Thanks,

    Danny


    Wednesday, July 17, 2013 4:22 PM

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    Hi,

    There is a 1:N relationship from the lead to the account and contact. For the 1:N relationships you could define mappings to set some fields as default from the 1 to the N. CRM has the built-in mapping for the industrycode field on the "account_originating_lead" relationship. So if you open a lead and qualify it the industry field would be copied to the account/contact's industry. So, I think there would be two possible issues:

    1- Someone has removed this mapping.

    2- You do not qualify the lead through the lead form. You may import the account and contacts and only give a relationship to the originating lead.

    Please test these possibilities.


    My Weblog | My Website

    Wednesday, July 17, 2013 4:43 PM
    Moderator
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    To update records that got missed you might create an on-demand workflow that looks at the Originating Lead - Industry field and updates the Contact records related field. Advanced find for Contacts where Industry is empty and Originating Lead contains date and run the workflow against these records.

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Wednesday, July 17, 2013 4:45 PM
    Moderator

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  • Question
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    0
    Sign in to vote

    Hi,

    There is a 1:N relationship from the lead to the account and contact. For the 1:N relationships you could define mappings to set some fields as default from the 1 to the N. CRM has the built-in mapping for the industrycode field on the "account_originating_lead" relationship. So if you open a lead and qualify it the industry field would be copied to the account/contact's industry. So, I think there would be two possible issues:

    1- Someone has removed this mapping.

    2- You do not qualify the lead through the lead form. You may import the account and contacts and only give a relationship to the originating lead.

    Please test these possibilities.


    My Weblog | My Website

    Wednesday, July 17, 2013 4:43 PM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote
    To update records that got missed you might create an on-demand workflow that looks at the Originating Lead - Industry field and updates the Contact records related field. Advanced find for Contacts where Industry is empty and Originating Lead contains date and run the workflow against these records.

    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Wednesday, July 17, 2013 4:45 PM
    Moderator