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Lead Source Field - Dynamics 365 Community RE: Lead Source Field Hi Oksi, You need to double click the Lead Source field to get its name property, then find it in fields of Contact entity e g: There is a custom optionset field "Technology" to my Contact entity, its display name on form is Technology, but its name property is new_technology
Tracking lead source in dynamics 365 Marketing RE: Tracking lead source in dynamics 365 Marketing [quote user="Marketing lead source tracking"] Hello, Did anyone find a work around on this If someone can provide a step by step process on how can I auto populate the lead source field on my leads I read this article may be 1000 times by now but still struggling to get this implemented
How to carry over Lead Source info from a Lead when qualifying as an . . . Basically I've populated fields called 'Lead Source' in the Lead entity and the Account entity to contain exactly the same options i e Web, Email, Word of Mouth etc and I think I need to do some mapping in order that when a Lead is qualified as an Account the Lead Source value is copied over into the Account record
Creating a New Lead Source - Dynamics 365 Community RE: Creating a New Lead Source Hi, Just follow these simple steps to add new lead source Please mark my answer as verified, if it solves your query 1 Go to Customization 2 Click Customize The System Option on Next Screen 3 Expand Entities 4 Click Leads Option 5 Search for the field Lead Source and Double-Click on it 6
Lead Sources and Source Campaigns - Dynamics 365 Community RE: Lead Sources and Source Campaigns Create two custom entities - Primary Lead Source and Secondary Lead Source and configure a 1:N relationship between Primary Lead Source and Secondary Lead Source Now, add these entities as lookups on the Campaign Form
Lead source or source campaign - Dynamics 365 Community Hi Dan, The Lead Source is generally used for the category (Advertising, Web, Event, etc ) whereas the Source Campaign is generally used for the specific investment that you are making such as a specific advertisement, event, or web page The reason is the Source Campaign is a lookup to the Campaigns, which can be added and deactivated over time
How to Change Lead Source, Rating, and Status of a Lead Hi Everyone, I know this is probably extremely simple, I just can't for the life of me find how to add fields to the lead source, rating, and status of a lead under the lead form To be more specific, I'm talking about the options to the right of the process bar when you go to a specific lead For example, under lead source there is already advertisement, word of mouth, public relations, and
Lead Sources and Campaign Source on Lead Entity - Dynamics 365 Community The Campaign source is mapped out of the box if you have not customized the generate opportunity process from the lead entity You can edit the mapping on the opportunity entity N:1 called opportunity_originating_lead, to add the lead source field from the lead
Business Rule to lock Lead Source field - Dynamics 365 Community So, when a Lead is 'Created By' one of these 3 users, the Lead Source is locked after creating and setting the Lead Source But it needs to be able to be set by the 3 users first I tried a few different ways setting the business rule on Created By for the 3 users but am stuck Any ideas on how to achieve the above?