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

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?

Feridun Kadir

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.

foxhelp

ASKER

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?

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Feridun Kadir

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foxhelp

ASKER

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.

foxhelp

ASKER

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.

Thanks,

Feridun Kadir

Glad you solved it. Thanks for the points.

foxhelp

ASKER

Thank you.