Dynamics 365 For Sales: How to merge Accounts if the subordinate record is associated with one or more active quotes?

Merging records on Dynamics 365 CRM is a very powerful feature that prevents duplicate records. I was asked to study this feature for a client who wanted to clean up his customer records, and we reached a point where we had to merge accounts that were related to active quotes. If you didn’t know it, Dynamics 365 For Sales disallows this operation by showing this error message:

After…

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Dynamics 365 For Sales: How to merge Accounts if the subordinate record is associated with one or more active quotes?

Merging records on Dynamics 365 CRM is a very powerful feature that prevents duplicate records. I was asked to study this feature for a client who wanted to clean up his customer records, and we reached a point where we had to merge accounts that were related to active quotes.

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Author: Mehdi El Amri

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