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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Best Practice: Merger ...
Microsoft Dynamics CRM (Archived)

Best Practice: Merger & Acquisition of Companies

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Posted on by RogerChen

My questions are generally related to best-practices because I am business user.

This time, I would like to hear how other companies implement company mergers.

We had 3 accounts: Daewoo Securities, KDB Securities and Mirae Asset Securities.

Our sales people have logged activities under each of them. Then they all merged into one Mirae Asset Daewoo Co., Ltd.

Should I use the account merge feature to merge all 3 of them? Or I am thinking to use the sub-account feature.

How does your company handle real company mergers?

*This post is locked for comments

  • RogerChen Profile Picture
    RogerChen on at
    RE: Best Practice: Merger & Acquisition of Companies

    Been trying out the suggestions in a test environment. Merging is definitely not recommended.

    Recommended Steps:

    1. I set the parent of old account to new account

    2. Deactivate the old account

    Following this approach, the activities and opportunities of old accounts are retained.

    The only slight problem now is the contacts are not moved, and CRM 2011 do not allow bulk reassignment of contacts, at-least not under bulk-edit.

    May be, our tech can implement a work-flow?

    Thanks for the replies. I will incorporate these steps in our manual.

  • Verified answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Best Practice: Merger & Acquisition of Companies

    I would second what Raz said.  

    As an add-on, I would recommend deactivating the old Accounts so nobody accidentally uses them, and also moving all active Contacts to the new parent Account.

    It's a little more work than just using "Merge", but you'll get better results.

  • Suggested answer
    razdynamics Profile Picture
    razdynamics 17,304 User Group Leader on at
    RE: Best Practice: Merger & Acquisition of Companies

    Hi roger, I would recommend you Parent the Old Accounts under the New Account Mirae Asset Daewoo Co., Ltd  as this will this will provide the benefit to see the historical activity transaction against the child accounts. I would advise against merging as the Merge feature is designed for Duplicate Records and not Mergers as this may convolute the historical transactions. This will allow you to see the historical transactions for the previous entities and allow you to reference when generating new and existing business under the new account.

    Best Wishes

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