Quantcast
Channel: Microsoft Dynamics CRM Forum - Recent Threads
Viewing all articles
Browse latest Browse all 79901

Child Account History - Dynamics 365

$
0
0

I'm needing to know if there is a way to keep Child Account closed opportunity history with the old parent account when opp.  child account is assigned a new parent.  Example:

Child Account:  Test1

Parent Account:  Parent Test1

Opportunity Created and closed for Account Test1

Child Account receives new Parent Account (Parent Test2).

As of right now, my system would transfer and rollup all of the closed opportunities to Parent Test 2.  Is there a way to keep all of that information with the original Parent Test1?


Viewing all articles
Browse latest Browse all 79901

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>