Opportunity - Company new relationship

Hi,

I have an MS CRM 3.0 environment and created a new attribute country in the
entity opportunities. Users want to see the country the opportunity is for. I
think this is the only way to do this.

I created a relationship between opportunity.new_country and
company.address1.country

I added a mapping to the existing relationship with primary unit company,
related entity opportunity and behavior parental.

Now the strange thing is that in some opportunities (6 to be exact) we see
the Country field is filled in and the same as company.address1.country.

It isn't filled in the other 40 opportunities.

Am i working correctly? Or is there a better way to make this work.
Should it work or can I synchronize in a way?

Thx,

Walter

FrankLee
Tue Jan 22 18:38:22 CST 2008

The relationship mapping only occurs on a new record creation if done under
the related account. For example, if the opportunity record was created
within the Account record, then the country field will be defaulted based on
your mapping rule. Note that this only occur once, it is not synchronize
going forward.

If the opportunity is created outside of an Account record, then the country
field will not be set from the mapping rule.


Frank Lee, Microsoft Dynamics CRM MVP
http://microsoft-crm.spaces.live.com
http://www.workopia.com/Links.htm

"Rimbecano" wrote:

> Hi,
>
> I have an MS CRM 3.0 environment and created a new attribute country in the
> entity opportunities. Users want to see the country the opportunity is for. I
> think this is the only way to do this.
>
> I created a relationship between opportunity.new_country and
> company.address1.country
>
> I added a mapping to the existing relationship with primary unit company,
> related entity opportunity and behavior parental.
>
> Now the strange thing is that in some opportunities (6 to be exact) we see
> the Country field is filled in and the same as company.address1.country.
>
> It isn't filled in the other 40 opportunities.
>
> Am i working correctly? Or is there a better way to make this work.
> Should it work or can I synchronize in a way?
>
> Thx,
>
> Walter