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    RogerChen's Likes

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    About Roger (Sales Management)

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    Roger (Sales Management)
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    Works for UOB in Singapore
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    • Re: CRM 2011 Outlook Add-in Crashing Outlook 2010

      LabanM
      LabanM

      Ok, I've tried that. Just waiting to hear back from the user whether or not it worked.  I noticed that there are 2 entries for Microsoft Dynamics CRM, Both are checked. Should there be 2 or not? Also, I did not have a Business Connectivity Services…

      • over 9 years ago
      • Microsoft Dynamics CRM
      • Microsoft Dynamics CRM Forum
    • RE: CRM 2013 Outlook client addin crashing/starting in endless loop

      bobreth
      bobreth

      We have several Windows 8 machines with the exact same issue. In our case, we do not have any 3rd party add-ons running in Outlook that would cause this problem. I believe I just came upon a fix for those who are running into the same issue:

      https://community…

      • over 6 years ago
      • Microsoft Dynamics CRM
      • Microsoft Dynamics CRM Forum
      • Roger Nielsen
    • RE: Deactivation of a contact - should close the related Case records with some Closed reason.

      Drew Poggemann
      Drew Poggemann

      Hi Vijay,

      In standard CRM you can do a couple things...  In the relationship of the Contact as a parent to the Case entity you can configure the cascading relationships between the Contact and the Case.  Here you can configure what happens on Assign, Share…

      • over 5 years ago
      • Microsoft Dynamics CRM
      • Microsoft Dynamics CRM Forum
    • RE: Best Practice: Merger & Acquisition of Companies

      Raz Dynamics
      Raz Dynamics

      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…

      • over 5 years ago
      • Microsoft Dynamics CRM
      • Microsoft Dynamics CRM Forum
    • RE: Best Practice: Merger & Acquisition of Companies

      Wayne Walton
      Wayne Walton

      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…

      • over 5 years ago
      • Microsoft Dynamics CRM
      • Microsoft Dynamics CRM Forum
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