How to get the contact form value in lead form dynamics crm 2011?

1
votes

1.I create one new lead. 2.I Assign that lead to "Some person". 3.then I qualify the lead as a "contact". 4.I mapped lead form "Firstname" to contact form "Firstname".It was working Fine. my question is, 5.Again i make a mapping contact form "Firstname" to lead form "Firstname".It was not working.How to Map this field from contact form to lead form?

or I need to get the contact form value in lead form using javascript.Is this Possible?

3
dynamics-crm-2011dynamics-crmcrmdynamics-crm-4dynamics-crm-online
Just to clarify the question based on what I'm seeing in some of the answers below, is the primary question about needing to make a change to the Lead FirstName field from a Contact that was converted from that lead (in the case of someone maybe misspelling the name)? – Chad Rexin

3 Answers

1
votes

V

Once record is deactivated, you can not edit that any more.

In your scenario, normally this is not possible. For this you need to do custom implementation like PlugIn, Custom WF, SOAP request etc.. You need to first activate the Lead record again, then you do your work and deactivate it again.

By the way, how you are qualifying the Lead record?

Thanks,

Anish.

1
votes

V,

There is field(LookUp) "Originating LeadId" in the Account,Contact and Opportunity record.

If any Lead is qualified into Account, Contact and Opportunity then this field "Originating LeadId" gets automatically mapped tho the Leadrecord. So, this field have the link to that Lead record. This is handled by CRM itself if you are using CRM Qulaification Process..:)

You can find this field inn the bottom part of the Contact record. Hope it helps.

Thanks,

Anish

1
votes

Here is "Originating LeadId" in Contact form:

Originating LeadId in Contcat form

Here Field contains that Lead record which was converted to the Contact. From this LookUp yoou can all the fields of that Lead record.

Thanks,

Anish.