Save Time Entering Data into CRM by Mapping Fields between Records

Published May 14 2013 by Chris Weilandt
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It's been said that a database is only as good at the data in it. A good way to ensure good data is to reduce the amount of data entry by your users and to ensure the correct data is entered. One way to accomplish this is through the mapping of fields from parent records to related child records.

The key to making the mapping work is that the users need to create the new, child record from the parent record. For example, if you have an Opportunity record open, you would then select Quote from the left navigation and then click the 'Add New Quote' button from the ribbon when it changes

To setup the mapping, do the following:

  1. Get to 'Customizations'.  One way to do this is to go to 'Settings', 'Customizations', and then choose 'Customize the System'.

    How to customize mappings

  2. Select arrow to the left of the parent entity to expose the sub-menu items. In our example, that is the Opportunity.

    Expanding opportunity section

  3. Once there, go to the Opportunity entity and click on the '1:N Relationships'.

    Creating child mappings

  4. Next click on 'Mappings' and then the 'New' button 

    Creating a new mapping

  5. Lastly, choose the source and target fields, click 'OK' and you're done 

    How to choose source and target fields

An important note here is that the field types must be same on both entities if you want to map fields!

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Chris Weilandt is a Senior Solution Architect at Edgewater Fullscope. He has 9+ years of Dynamics 365 (CRM) consulting experience and has been working with Microsoft Gold Partners since Dynamics CRM version 4.0. Completing over 80 Fullscope CRM implementations, Chris has experience across various industries with emphasis on Manufacturing and Finance.

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