how do i get around the state/provice issue with microsoft dynamics crm

Posted on 2014-10-24
Last Modified: 2014-10-25
I want to have a drop down for the state in the address field in Microsoft Dynamics CRM 2013 so I created a new field "state/province" and added all 50 states as an option set and then I created it in the entity for the contact and lead.  This worked great because instead of using Address1, I use address 1 line 1, address 1 line 2, address 1 city, etc. and for the state I use my custom field.  However, I did a N:1 relationship for the address from Lead to Contact and it will not pass the state because it is an option set and the original state is a single line of text.  How do I get around this?
Question by:foxhelp
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LVL 29

Expert Comment

by:Feridun Kadir
ID: 40403240
You shouldn't need to add a relationship between lead and contact because there is already is a 1:n relationship between lead and contact (lookup field named originating lead). Edit the mappings on this relationship and you should be able to map the state option set you added to lead to the state option set you added to contact.

Did you create the option set as a global option set?  If not, you need to make sure that the same number values are used in the option sets for each state.

Author Comment

ID: 40403957
Right, but what I am trying to do is add the address which is in the lead as address line 1, address 2, state, zip, etc. ( which has the state as an option set and all the other fields as single line of text) to the address1 in contact which is all together one field (and is all single line of text).  

I did create the option set as a global option set but what is happening is that in the quick contact, the address is all one field and I am trying to move several fields into that.  I think I may have to look into how I can change the quick contact to match my fields.  Is there a way to modify the quick contact?
LVL 29

Accepted Solution

Feridun Kadir earned 500 total points
ID: 40404002
By quick contact, do you mean the simpler form that is show when you click +Create on the navigation bar?  That form is the Quick Create form which can be changed in the customization area of CRM. By default on the Quick Create form for Contact the address is shown as separate fields (street 1, street 2) etc.

CRM does not maintain a single field for an entire address anywhere so the address 1 in contact that you refer to as one field and a single line of text sounds like a custom field.

However, on the full form for a contact (and other entities) there is a composite address field called address 1 which shows the individual address fields in a more compact way but not on a single line - so if this is the field that you are referring to I'm puzzled.

I don't think you can add your custom state field to the composite address field.
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Author Comment

ID: 40404092
I think that may be what it is called, composite address field.  It has the street1, 2, 3, city,state, zip all in one field called address1.  I am wondering if I can change that on the forms.

Author Comment

ID: 40404187
Feridun, thanks for your help.  I figured it out.  You have to go to the form and click on primary address and change the address1 field there to the broken down fields, street 1, street 2, etc. and use the customer state/providence.  That worked.

LVL 29

Expert Comment

by:Feridun Kadir
ID: 40404195
Glad you solved it. Thanks for the points.

Author Comment

ID: 40404297
Thank you.

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