Solved

Qualified leads do not carry over notes (MS Dynamics)

Posted on 2013-10-24
5
489 Views
Last Modified: 2013-10-30
Hi All,

Another CRM issue I am struggling with is when converting a lead to an opportunity any notes/ attachments that were associated with the original lead to not carry over to the opportunity. Is this a short fall of the CRM system or is there a work around for this?

Thanks,
A.
0
Comment
Question by:Adma1
  • 2
  • 2
5 Comments
 
LVL 29

Accepted Solution

by:
Feridun Kadir earned 500 total points
ID: 39599573
Is it a shortfall. Not in the sense is it a bug, that is how it works. In the opportunity there is a field that links back to the originating lead so you can trace back to the lead and look at the notes.

Do you really want the notes transferred or copied over to the opportunity?
0
 
LVL 27

Expert Comment

by:Chinmay Patel
ID: 39605202
in addition to what feridun said, you can always use a custom code(plug-in) to copy over existing notes.
0
 

Author Comment

by:Adma1
ID: 39610778
Thanks Feridun and Chinmay for your responses.

Feridun, could you please provide a bit more info on the following  " In the opportunity there is a field that links back to the originating lead so you can trace back to the lead and look at the notes."

Where do I find this field?
0
 
LVL 29

Assisted Solution

by:Feridun Kadir
Feridun Kadir earned 500 total points
ID: 39611106
It is on the opportunity form (unless removed via customization in which you can add it back to the form) and is labelled Originating Lead.

The field is populated if you convert a lead to an opportunity.
0
 

Author Comment

by:Adma1
ID: 39613388
Thanks Feridun, that worked great.
0

Featured Post

Is Your Active Directory as Secure as You Think?

More than 75% of all records are compromised because of the loss or theft of a privileged credential. Experts have been exploring Active Directory infrastructure to identify key threats and establish best practices for keeping data safe. Attend this month’s webinar to learn more.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I ran into a lot of issues that the steps below fixed so h…
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
Internet Business Fax to Email Made Easy - With  eFax Corporate (http://www.enterprise.efax.com), you'll receive a dedicated online fax number, which is used the same way as a typical analog fax number. You'll receive secure faxes in your email, f…
Learn how to create flexible layouts using relative units in CSS.  New relative units added in CSS3 include vw(viewports width), vh(viewports height), vmin(minimum of viewports height and width), and vmax (maximum of viewports height and width).

863 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

19 Experts available now in Live!

Get 1:1 Help Now