在Dynamic CRM中自动填写字段 [英] In Dynamic CRM fill in the field automatically

问题描述

我想将潜在客户转换或限定为机会，但是潜在客户具有一些自定义字段，并且我还希望这些自定义字段自动进入机会。

I want to convert or qualify a lead into opportunity, but the lead has some self-define fields and I also want these self-define fields to go into the opportunity automatically. How to do it?

推荐答案

您可以通过编辑关系的映射来完成。

You can do by editing the mapping of the relationship.

您可以定义源字段和相应的目标字段

You can define the source field and the corresponding target field

这篇关于在Dynamic CRM中自动填写字段的文章就介绍到这了，希望我们推荐的答案对大家有所帮助，也希望大家多多支持IT屋！