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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Managing contacts when...
Customer experience | Sales, Customer Insights,...
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Managing contacts when they change companies

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Posted on by M365MVP-SimpkinsPete
How does your organization manage contacts when they change companies? Do you deactivate the original contact record and create a new one under the new account? Or do you change the account on the existing contact?
 
For example, Bob leaves CompanyA and starts a new job at CompanyB. CompanyA and CompanyB are not related. 
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Dynamics 365 Sales
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