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05.18.2008 at 05:02AM PDT, ID: 23411747
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CRM 4 - N:1 relationship attribute mapping

Asked by kieran_b in CRM Software, Microsoft Applications, Microsoft Dynamics

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Hi all,

I am relatively new to CRM relationships, but am convinced I made this work in 3 and I can't figure it out.

I have accounts and contacts - each account references 2 of its contacts on the main form as shown in the image.

For this account, I have a contacts section - basically the owner "R" on the left, and the contact "S" on the right - I can get this to map and work without a problem, BUT, underneath the name for "S" I want it to automatically pull her phone number from her contact record (and then add another one with her email address, etc)

I have tried adding a mapping, but it didn't pull the data across - I manually typed 999999999 in there to see if it would push back to the contact (which it didn't)

Is this possible?

Thanks in advance

KieranStart Free Trial
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[+][-]05.18.2008 at 06:55PM PDT, ID: 21594842

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[+][-]05.18.2008 at 07:21PM PDT, ID: 21594899

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[+][-]05.18.2008 at 07:25PM PDT, ID: 21594910

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[+][-]05.18.2008 at 07:42PM PDT, ID: 21594954

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[+][-]05.18.2008 at 07:47PM PDT, ID: 21594966

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[+][-]05.18.2008 at 07:50PM PDT, ID: 21594976

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About this solution

Zones: CRM Software, Microsoft Applications, Microsoft Dynamics
Tags: CRM 4, relationship, attribute mapping
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Solution Provided By: Biffster007
Participating Experts: 2
Solution Grade: A
 
 
[+][-]05.18.2008 at 07:52PM PDT, ID: 21594981

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[+][-]05.18.2008 at 07:53PM PDT, ID: 21594985

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[+][-]05.18.2008 at 07:53PM PDT, ID: 21594987

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