Microsoft Dynamics® CRM Training

Mapping Custom Fields

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In Microsoft Dynamics CRM, when a Lead with no associated records is qualified, it is converted into an Account, Contact, and Opportunity record. The data in the Lead is transferred to each new record automatically via field mappings of a 1:N relationship. If you create a custom field for the Lead entity though, its information will not automatically be transferred upon qualification.

In this lesson, we demonstrate how to create a field mapping for a custom field in order to transfer data from the source entity to the target entity.

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