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Existing Contact and Existing Account on Leads form

  • 1.  Existing Contact and Existing Account on Leads form

    TOP CONTRIBUTOR
    Posted Jan 08, 2020 11:58 AM
    Hi,
    We're on D365 CE Online v9 and I've been asked to investigate the following requirements for the Leads form.

    1) Selecting a contact that is related to the selected account

    When Existing Account is populated on the Lead to Opportunity Sales Process BPF, a user can select any contact in the CRM.

    Is it possible to replicate the functionality on the Opportunity form where the Account is populated and then the Contacts that can be selected are filtered by related company (see below screenshot from the Opportunity form)?  For info, the Existing Contact field doesn't appear to be available in the Lead entity, its only available on the BPF.

    2) Auto populate fields from selected Contact

    When Existing Contact is populated it brings across fields from the Contact record (e.g. Name, Job Title, Business Phone etc) as per the 2nd bullet point on this Microsoft article.  It is possible to also bring across the Address fields from the Contact?  I've looked at the Contact and Lead relationships but I can't see that the existing functionality is available to view/amend (e.g. as mappings between the entities).

    3) Auto populate fields from selected Account

    Following on from the above, is it possible to replicate this same functionality to bring across fields from the account when Existing Account is populated?

    Any advice would be appreciated.
    Thanks.

    #CustomerEngagement
    #Admin


    ------------------------------
    Mark Aston
    Engineer
    Ordnance Survey
    Southampton, UK
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Existing Contact and Existing Account on Leads form

    GOLD CONTRIBUTOR
    Posted Jan 08, 2020 12:09 PM
    Hey Mark,

    All three of these can be accomplished via Javascript where you can filter the lookup related to the selected Account and then you can populate values based on the selected contact/account. Thanks!

    ------------------------------
    Doug Apicella
    Solution Architect
    Hitachi Solutions America, Ltd.
    Greenville SC
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Existing Contact and Existing Account on Leads form

    TOP CONTRIBUTOR
    Posted Jan 10, 2020 10:16 AM
    Thanks for the reply @Doug Apicella.  I've solved the first point.  Existing Contact is available to add to the Lead form, the field is called Parent Contact for Lead.  By adding this field, I can then set the Related Records Filtering properties which gives the same functionality as per the Opportunity form so that when I select an account, only the contacts that relate to the selected account can be chosen.

    For points 2 and 3, we'll look at whether we map the fields as per this article as we'd prefer to have a non code solution as we have limited developer resource.

    ------------------------------
    Mark Aston
    Engineer
    Ordnance Survey
    Southampton, UK
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Existing Contact and Existing Account on Leads form

    GOLD CONTRIBUTOR
    Posted Jan 10, 2020 10:23 AM
    Hey Mark, excellent on point 1! I didn't realize that functionality was available on the lookup very cool and thanks for the lesson! Regarding the field mapping it only applies to creating related records from a given entity. So if you create a contact from an account the account -> contact field mappings will carry over. This can't be used to populate fields on a form when selecting a given record in a lookup. Unfortunately you cannot use oob business rules to set field value's from related records either. As far as I know js has always been what we've had to do. Thanks!

    ------------------------------
    Doug Apicella
    Solution Architect
    Hitachi Solutions America, Ltd.
    Greenville SC
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Existing Contact and Existing Account on Leads form

    TOP CONTRIBUTOR
    Posted Jan 10, 2020 11:11 AM
    Thanks for the clarification about mapping entity fields.  I'll get back to the person who requested the change and let them know that js looks to be the only way to do points 2 and 3.

    ------------------------------
    Mark Aston
    Engineer
    Ordnance Survey
    Southampton, UK
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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