RogerChen's Likes

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…

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…

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…

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…

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…