No announcements
Found 123257 threads
-
0 VotesConnections entity and its relationship with enquiries/leads and opportunities
I am trying to understand the underlying relationships in SQL SERVER.Unanswered | 2 Replies | 851 Views | Created by MMGB - Friday, August 21, 2015 8:18 AM | Last reply by MMGB - Friday, August 21, 2015 9:19 AM
-
0 Votes
Creating the Appropriate Relationships between Custom Entity and Leads Entity
What are the next steps to make sure the associated Qualifying information from the Lead entity is brought over and associated with the Account entity when a ...Answered | 2 Replies | 1844 Views | Created by Grlynn - Monday, August 26, 2013 4:07 PM | Last reply by Grlynn - Thursday, August 29, 2013 2:03 PM -
1 Votes
Difference between Lead and Opportunity?
Hi, Thanks for your valuable information now i got clearly what is the difference between lead and opportunity.Answered | 6 Replies | 16485 Views | Created by Chandra Shekar Palugula - Wednesday, August 8, 2012 6:57 AM | Last reply by Chandra Shekar Palugula - Thursday, August 9, 2012 9:00 AM -
3 Votes
connect lead object to custom entity
The lookup exists on the new_povolisting entity since its the many side. if you need to add a lookup of new_povolisting to a lead then you need to create a ...Answered | 4 Replies | 6052 Views | Created by djMaxM - Tuesday, May 5, 2009 8:23 PM | Last reply by Adi Katz - Tuesday, May 5, 2009 9:39 PM -
0 Votes
Link Lead and Opportunity
Hi Rittu123, As you said you are trying to convert lead to opportunity in custom way, so at that time you can set "originatingleadid" through code, it's ...Answered | 5 Replies | 4955 Views | Created by rittu123 - Friday, June 4, 2010 12:30 PM | Last reply by HIMBAP - Monday, June 7, 2010 6:13 AM -
0 Votes
Opportunity Relationship Customization
To do that you don't need to modify the entity.Answered | 3 Replies | 3622 Views | Created by Pasha Rabizadeh - Wednesday, October 12, 2011 10:14 PM | Last reply by Pasha Rabizadeh - Thursday, October 13, 2011 12:31 AM -
0 Votes
Lead topic is not copies to opportunity
Hi, I do not know what exactly your workflow does, but the built in logic of CRM sets a mapping on the lead to map some of the fields from lead to ...Answered | 1 Replies | 1365 Views | Created by Milan Beles - Monday, May 20, 2013 8:16 AM | Last reply by Payman Biukaghazadeh - Monday, May 20, 2013 8:48 AM -
0 Votes
Change opportunity customer lookup to Contact on conversion of Lead.
You could establish a Workflow that triggers on the creation of a new Opportunity.Answered | 2 Replies | 4710 Views | Created by Faisal Fiaz - Tuesday, July 27, 2010 4:02 PM | Last reply by Faisal Fiaz - Wednesday, July 28, 2010 11:03 AM -
3 Votes
How to follow a Lead all the way through to a closed Opportunity
The process for mapping the field from an account to an opportunity is very similar to my previous posting: On the account form, click ...Answered | 7 Replies | 3704 Views | Created by Dave Courtney - Tuesday, October 4, 2011 4:30 PM | Last reply by Dave Courtney - Tuesday, October 4, 2011 8:57 PM -
2 Votes
Best practice to track referral source from lead to opportunity
Hi, You need to Mapp these values with the Opportunity record so you will not lose them, follow the steps for Lead-Opportunity relationship ...Answered | 1 Replies | 6037 Views | Created by Chrisroman - Saturday, June 11, 2011 4:13 AM | Last reply by Jehanzeb.Javeed - Saturday, June 11, 2011 9:29 AM -
1 Votes
Question about Opportunity Relationship
if you want to create this through code you can refer ...Answered | 2 Replies | 6038 Views | Created by kurobenko - Friday, November 5, 2010 12:28 AM | Last reply by HIMBAP - Friday, November 5, 2010 1:49 PM -
0 Votes
duplicate opportunity entity in ribbon
Multiple relationships between account and opportunity OR 2.Answered | 7 Replies | 1637 Views | Created by kerryburn1 - Saturday, December 21, 2013 12:32 PM | Last reply by SonalS MSFT - Sunday, December 22, 2013 2:48 PM -
0 Votes
opportunity in leads?
Hello, as standard in Dynamics CRM, a lead gets converted into an opportunity, so a lead doesn't have opportunities.Answered | 2 Replies | 5439 Views | Created by Arkanan - Tuesday, February 8, 2011 8:57 AM | Last reply by Arkanan - Tuesday, February 8, 2011 10:12 AM -
0 Votes
Converting Lead
The status could be General Enquiry , Lead, etc..Answered | 5 Replies | 6489 Views | Created by Gagandeep.Singh - Sunday, June 28, 2009 5:24 PM | Last reply by Hassan Hussain - Wednesday, July 1, 2009 2:14 PM -
0 Votes
Search Accross Leads/Opportunities/Accounts
I guess one challange might be that there are different types or records, i.e. accounts, leads, and opportunities.Answered | 3 Replies | 7144 Views | Created by hfaun - Thursday, July 23, 2009 2:48 PM | Last reply by Donna Edwards - Thursday, July 23, 2009 7:43 PM -
0 Votes
How to create relationships between custom entities (not just Account, Contact and Opportunity)
Thanks Lassaad, so I guess given the Relationship functionality isn't expandable to custom entities, lookups for multiple entities cant be created then there is no real way ...Answered | 4 Replies | 5349 Views | Created by Ascomptrs - Thursday, April 8, 2010 12:40 PM | Last reply by Ascomptrs - Thursday, April 8, 2010 1:08 PM -
0 Votes
Taking Custom field from Lead to Opportunities when converting
Go to lead customization, open "opportunity_originating_lead" in "1:n-Relationships".Answered | 3 Replies | 6660 Views | Created by ThunderSon - Wednesday, May 13, 2009 11:41 AM | Last reply by Roman Delaveaux - Wednesday, May 13, 2009 12:01 PM -
7 Votes
how to tansfer mandatory fields of leads to opportunity when it is loading
Hello, You should configure mapping between lead and opportunity: 1.Answered | 17 Replies | 3202 Views | Created by VandanaReddy - Monday, October 8, 2012 9:37 AM | Last reply by Puzzolana - Monday, November 19, 2012 5:21 AM -
0 Votes
entity field with multiple relationships
JC, It sounds like you setup the relationships but are wondering how to map fields?Answered | 1 Replies | 5484 Views | Created by jcale - Sunday, March 28, 2010 12:32 AM | Last reply by Blake Scarlavai - Sunday, March 28, 2010 1:08 AM -
0 Votes
Set Mandatory description in Relationship Opportunity
/// A plug-in that triggers when the user save an Account entity record.Answered | 4 Replies | 2959 Views | Created by anyan - Monday, December 12, 2011 5:57 AM | Last reply by Thomas Thankachan - Tuesday, December 13, 2011 12:03 PM - Items 1 to 20 of 123257 Next ›
No announcements
