Microsoft CRM Field Mapping Tips

Microsoft CRM allows you to map field values between objects, such as ‘leads’ and ‘accounts’, using the deployment manager tool. For example, when converting a lead to an account, you may want to automatically populate any profile data that you have acquired for the lead to an identical field on the account form. When mapping picklist fields between objects, the picklist values (numbers) are used to determine the mapped relationships, not the list variable name. So when setting up your mappings make sure the picklist values match exactly.


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