Map this please...

  • Article

I have been receiving a lot of emails and questions how you could add extra attributes when you convert a lead to an account or just how to map attributes in general. Below i typed out some steps to realize mappings in Microsoft CRM 3.0

Entity Mapping by performing the following steps:

  1. Select Settings, Customization, Customize Entities.
  2. Choose an Entity to edit.
  3. Click Relationships.
  4. Locate the relationship between Entity1 and Entity2 (e.g. Lead and Account).
  5. Edit that relationship.
  6. Click Mappings.
  7. Here you can choose for New, Remove or Generate Mappings.
  8. Choose New.
  9. From the Lead Attribute list on the left, select for example an Address Attribute you wish to map to Account .
  10. On the Account Attribute list on the right, select the appropriate Address Attribute that matches the Lead Attribute.
  11. Click OK .
  12. Repeat steps 8 - 11 for each part of the address or any other Attribute that you need to map.
  13. Save your changes.
  14. Publish All Customizations.
  15. Test it.