Recently, a Microsoft Dynamics CRM customer noticed a difference in functionality when creating a new Contract record and creating a new Contract record from a Contact. Today we’ll explore how this relates to CRM 2011 relationship mapping.
As you can see below when creating a new Contract record from the Contract entity and selecting the Customer the Bill To Customer field gets automatically filled.
It’s a great out of the box feature to have since the Bill To Customer will most likely be the same as the Customer. But when you create a new Contract from the Contact record the same functionality doesn’t occur. Take a look:
To do this you customize the Contact’s entity one to many relationship to the Contract entity.
Then add a new Mapping that will map the Contact to the Bill To Customer field.
Now when a new Contract record is created from a Contact the same functionality will occur.