How to Map Data Between Fields in Microsoft Dynamics 365
At times, in Microsoft Dynamics 365, you will have data that you want to populate automatically into a new record or even into another entity.
While this can sometimes be accomplished through mapping, at other times the process used to create a record may not trigger the mapping to occur.
For this example, let’s assume there are address fields that don’t always map from accounts to contacts because the contact record is not created from the account initially. Similar results can be accomplished by setting up a simple workflow that will allow data to copy over to the new record.
To create this workflow, follow these steps:
Create your workflow and call it whatever you would like. For this example, we are using “Account to Contact Address Mapping.” We selected workflow in the category field and contact as the entity since we will be bringing the account fields onto the contact. Make sure to create this as a new blank process.
Once you click save, change to a real-time workflow.
Check the box to run as an on-demand process, and make sure that the checkboxes are checked for “Record is created” and “Record field changes.”
Select the account or company name field as the field to flag as the record change so that the workflow pulls in the new address if you change the account or company name after the record is originally created.
Next, you will map the fields. In the work area at the bottom of the workflow process, click “Add Step” and select “Update Record.”
For the entity to update select “Contact.”
Now click “Set Properties,” scroll down to the additional fields, and begin mapping all of the address fields that you will need to be populated.
Activate the workflow.
Next time you create a new contact record, select an account, and hit “Save the Address,” information should populate.
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