We help IT Professionals succeed at work.
Get Started

Mapping a Lead field in MS Dynamics CRM 4

KAOSS
KAOSS asked
on
940 Views
Last Modified: 2012-05-10
I need to make some changes to the Lead entity in MS CRM 4. Currenly when a lead is converted to an Account & Contact the "first name" and "last name" fields from the lead populate the "primary contact" field in the Account record. Our company is using the" primary contact" field on the Account record to record the name of the Owner of the company.  However when our sales people enter leads the persons name that they use is almost never the owner, but a buyer or other contact.
I would like to create a contact record for the Lead contact but do not want it to fill in the "primary contact" field when it creates an account record.
I was thinking about changing the current "first & last name" fields (on the Lead record) and calling them "Owner first & last name", then adding new name fields for the lead contact person, but how do I get it to create a contact record for the new contact name fields?  Is it even possible?
Comment
Watch Question
Business Solutions Manager
Commented:
This problem has been solved!
Unlock 1 Answer and 7 Comments.
See Answer
Why Experts Exchange?

Experts Exchange always has the answer, or at the least points me in the correct direction! It is like having another employee that is extremely experienced.

Jim Murphy
Programmer at Smart IT Solutions

When asked, what has been your best career decision?

Deciding to stick with EE.

Mohamed Asif
Technical Department Head

Being involved with EE helped me to grow personally and professionally.

Carl Webster
CTP, Sr Infrastructure Consultant
Ask ANY Question

Connect with Certified Experts to gain insight and support on specific technology challenges including:

  • Troubleshooting
  • Research
  • Professional Opinions
Did You Know?

We've partnered with two important charities to provide clean water and computer science education to those who need it most. READ MORE