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Timeline history after merging on contacts

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Posted on by Anton Law

After a contact is merged it appears that there timeline history, cases, notes, posts etc are still tied to the old contact as supposed to the new master contact. Is there a way to move this timeline history without using flows, or anything else? i would have thought merging contacts would have done this automatically.

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Mansi Soni 8,905 Super User 2025 Season 2 on at

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Timeline history after merging on contacts

Hello @Anton Law,

Are you talking about which Dynamics 365 Product like Business Central, F&O, Customer Engagement?

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Anton Law 6 on at

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Timeline history after merging on contacts

Hi I think we are using Customer Engagement (crm). The timeline history pulls from multiple tables that have relationships / lookups to different tables. When Merging contacts together the old contact becomes de-activated and the new contact becomes the active master contact, but timeline history from the old contact is not transferred over to the new contact.

After looking at the backend dataverse tables, posts, notes, activities, cases etc and trying to re-assing which was proving to be impossible I took the approach of trying to re-create which mix success.

These approaches seem very hacky and I think for something as fundamental as timeline history it should be included as an option when merging contacts.

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Tom_Gioielli 2,710 Super User 2025 Season 2 on at

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Timeline history after merging on contacts

Understandably frustrating, but a flow is probably your best bet to handle this in any sort of automated way. It can trigger to run when the Contact record has the [Master Contact] field populated, and find/update all of this child activities.

If you want to try and handle this without a flow, you could always try a combination of system views and a D365 workflow?

Create an Activity view that shows records linked to a Contact where the [Master Contact] record contains data

Create an on-demand CRM Workflow that will update the [Regarding] field of the activity to the new Master Contact

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Michael Mayo 13 on at

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Timeline history after merging on contacts

A flow likely won't work because the "Update Row" on "Posts" will not work because Posts is not an updateable entity. You'll need to write a plugin on the "Post Update" of the account/contact/lead on the "merged" column of account. That will give you the subordinate account and the "masterid" column is an EntityReference of the active account. You'll then need to query for posts to get the "text" value of the post(s) on the subordinate record to create a new post for the active record.

It would be nice to simply update the post regardingobjectid but Posts is not eligible for updates.

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