In Dynamic CRM fill in the field automatically

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野性不改
野性不改 2021-01-16 16:13

I want to convert or qualify a lead into opportunity, but the lead has some self-define fields and I also want these self-define fields to go into the opportunity automatica

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  •  北海茫月
    2021-01-16 16:43

    You can do by editing the mapping of the relationship.

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    You can define the source field and the corresponding target field

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