Microsoft Dynamics® CRM Training
Mapping Custom Fields
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In the lesson, “Creating Accounts and Contacts from Leads”, we discussed how certain records are automatically created when a Lead with no associated record is qualified. When this happens, the information in the Lead record is automatically copied and pasted to the new Account, Contact, and Opportunity records so users don’t have to do it manually. This is called field mapping, and it is configured by default in Dynamics CRM.
What happens when you add a new field to the Lead form, and you want this data to be mapped to the new Contact record? You have to create a new field mapping. This task requires a Security Role of System Administrator, System Customizer, or equivalent privileges.
Creating a new field mapping
- Navigate to Settings > Customization > Customizations, and then click Customize the System.
- The Solution: Default Solution window opens. Drill down into the desired entity in the left pane. In this lesson, we drill down into the Lead entity because it is the source entity.
- Click 1:N Relationships. Locate the relationship that dictates the referential behavior and open it. In this lesson, we open the one with a Field Name of “Originating Lead”.
- The Relationship record opens. Click Mappings in the navigation pane.
- Click New in the toolbar.
- The Create Field Mapping dialog opens. Select the source entity in the left grid, and select the target entity in the right grid. Click the OK button, thus closing the dialog.
- The field mapping is created. Click Save and Close to return to the Solution: Default Solution window.
- Publish your customizations.
That’s how you create field mapping for custom fields in Microsoft Dynamics CRM. Remember, you have to create field mapping for each target entity. Using this example, you’d have to create the custom field for the Account, Contact, and Opportunity entity if you wanted the data present on each record. You would then have to create a field mapping for each relationship.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.