web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Merging and Account History

(0) ShareShare
ReportReport
Posted on by

Hello, 

I've run into an issue when merging accounts. When I merge two accounts due to company acquisitions I would like to maintain the previous account name for our history within the concatenated topic field. This way we can see a history of what a client's name was at the time the opportunity was closed. The issue is that when merged with a new account, the opportunity's topic is overwritten with the new account name and we lose the history. 

Is it possible to merge accounts and maintain the previous account name in the project topic for closed opportunities? 

I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the June Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Manoj - ManoVerse Profile Picture

Manoj - ManoVerse 108 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 63

#3
Chris1968 Profile Picture

Chris1968 20

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans