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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Duplicate Account Name...

Customer experience | Sales, Customer Insights,...

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Duplicate Account Name - CRM

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Posted on by RB-12121806-0

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I have an end user whose name appears twice in our CRM, Kellie Connery. If I pick the first one seven clients come up and if I choose the second, two come up. Can they be combined into one? I am requesting some guidance on this before I delete/deactivate one of those accounts.

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Vahid Ghafarpour 12,216 Super User 2026 Season 1 on at

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I'd merge them

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Jonas "Jones&q... 5,008 Most Valuable Professional on at

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I agree with Vahid, best option here is to merge the accounts.

This guide demonstrates it really well; Process is the same for on-prem CRM and cloud D365 Sales: https://www.youtube.com/watch?v=R1nXcwBFZC8

Moved from General to Customer Experience

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