How many times have you had one of your customers’ contacts leave that company and go to a competitor in the same industry? It happens quite frequently.

There is a good chance that the new employer is also a customer of yours (or hopefully at least a prospect).

You do not want to lose history under the old account in Microsoft Dynamics CRM, but want to keep the information tied to the contact (with their new employer) as well. Just changing the account on the contact record will bring the activity records tied to that contact to the new account when they should stay on the old account.

This is a common issue in B2B scenarios.

Luckily, CRM offers a couple options to resolve this issue.

Here’s how:

The first step in either option is to create a new contact record associated with the new account where that person now works.

  1. Create a new connection called former employee.
    1. Deactivate the old contact under the previous account.
    2. Create a connection between the new contact record and the previous account as a former employee. This will keep a connection between the contact and the previous account and provide a quick link back to the history of that previous account.
  2. Create a new connection role called Same Person
    1. Connect the new contact record and the old contact, thereby establishing a quick link back to the old contact record’s history and account.

CRM Quick Tips and Tricks

CRM Quick Tips and Tricks

CRM Quick Tips and Tricks

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