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Child Account History - Dynamics 365

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Posted on by Community Member Microsoft Employee

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?

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Community Member Microsoft Employee on at

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RE: Child Account History - Dynamics 365

Hi,

I think you need to change the mapping in the relationship between your Opportunity and the child. Now it is probably cascading so you need to uncheck this box. Then CRM won't update the parent value on every Opportunities.