Hello,
I am using Dynamics CRM Online and experiencing problems after the last manual update.
I create a new lead for a new contact in an existing company that already in my accounts and set that company name for that lead in a "Company" field.
When the lead is qualifying i use the option "account already exist" and there I set the same company name.
The new contact from the lead is created but it doesn't have any reference to the account.
If i qualifying the lead without pointing out that this account is already exist then it will create new Account, which will be duplicate to already exist account.
If i try to merge the accounts, the lead contact will be deleted from the merged account!
So actually i have 2 questions:
1. How to create a lead that will automatically synchronize to exist account?
2. How to merge all the duplicate accounts so that the leading contact will be merged and not overwritten?
Thank you in advance,
Uri