Dynamics 365 For Sales: How to merge Accounts if the subordinate record is associated with one or more active quotes?

Merging records on Dynamics 365 CRM is a very powerful feature that prevents duplicate records. I was asked to study this feature for a client who wanted to clean up his customer records, and we reached a point where we had to merge accounts that were related to active quotes. If you didn’t know it, … Continue reading Dynamics 365 For Sales: How to merge Accounts if the subordinate record is associated with one or more active quotes?