CRM 2011 - Mapping fields from Lookup

joeh
joeh Member Posts: 32
edited 2012-07-18 in Dynamics CRM
Hi All
Just checking if I have done something wrong.

What I'm trying to achieve is when using a Lookup field to search "Contacts", I would like the "Phone Number" field to reflect the "Business Phone Number" stored on the contact card.

I have added the relationship to the Lookup field as shown here:

mappingg.png

Now after publishing and trying out the action of selecting a contact, it doesn't seem to have any affect to the "Phone Number" field.

Here is the data stored:

contactyr.png

newcall.png


Am I doing something wrong?

Thanks
Joeh
Joeh Chan,
HostLive Limited

Comments

  • daniel_chezney
    daniel_chezney Member Posts: 1
    Hi Joeh,

    Have you had any luck achieving the below as i am in need of being able to do the same?

    Daniel
  • joeh
    joeh Member Posts: 32
    daniel_chezney wrote:
    Hi Joeh,

    Have you had any luck achieving the below as i am in need of being able to do the same?

    Daniel

    Hi Daniel
    Sorry for the late reply,
    Unfortunately I gave up with this route and created custom workflows to create the new activities and then load them..

    This allowed me to tell the workflow how to populate the data for any given field

    If you are interested in this route let me know

    Thanks
    Joeh
    Joeh Chan,
    HostLive Limited
  • markhenry115
    markhenry115 Member Posts: 1
    actually sometimes that's happened ! you haven't have to worry too much about it !
    miracle socks | miracle socks
  • Emil-Korea
    Emil-Korea Member Posts: 4
    I tried on rollup 8 and crm online.
    Mapping fields from lookup is still not working...

    This is the most viewed topic on the mibuso CRM forum, so I guess it's something people actually need.
    Consultant at BSE Consulting Korea

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