Tuesday, June 29, 2010

MSCRM: Converting Custom Fields

A client asked: We have custom fields on our quote form for club memberships. When we convert a quote to an order, the club ID does not come over. What can we do?

To push custom fields from Lead to Account or Quote to Order, you need to adjust the mapping between the two entities:

* Select Settings > Select Customization
* Select Quote > Select Relationships > Select Quote to Order
* Select Mappings > Click New > Add a mapping between the custom fields (in this case, new_club to new_club)
* Save the changes > Publish Customizations

Now when you enter a club ID in the Quote, activate the quote and convert it to an Order, the club ID entered in the Quote will appear in the order.

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