From the Microsoft Dynamics 365/CRM Blogs: Retaining histories; D365 Outlook app; Multiple programs; Customer news

In this week's Microsoft Dynamics 365/CRM blog roundup:

• Retaining history: Dynamics 365/CRM best practices for when contacts change companies
• Troubleshooting customization synchronization issues with the Dynamics 365 App for Outlook
• Juggling multiple programs in one Dynamics 365 environment
• Customer Today For news feeds In Dynamics 365

Retaining history: Microsoft Dynamics 365/CRM best practices for when contacts change companies

On the Ledgeview Partners blog, Chad Collett said that often a customer contact at one company leaves to join a competitor in the same industry. The chances are good that your contact's new employer is also a customer of one of your customers, or a least a prospect, he added.

You do not want to lose history under the old account in Microsoft Dynamics CRM, but want to keep the information tied to the contact (with their new employer) as well. Just changing the account on the contact record will bring the activity records tied to that contact to the new account when they should stay on the old account.

This is a common issue in B2B scenarios.

The first step in either option is to create a new contact record associated with the new account where that person now works.

You can read how to do that and read the rest of the post here.

Troubleshooting customization synchronization issues with the Dynamics 365 App for Outlook

On the Magnetism blog, Miguel Nepomuceno said that recently Magnetism deployed some customizations to the appointment form in Microsoft Dynamics 365. One of the changes offered new option set values on an existing option set field called "type."

Nepomuceno ...