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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / I want to merge existi...
Microsoft Dynamics CRM (Archived)

I want to merge existing duplicate records in custom entity i could not find merge button for custom entities. What are the possible way sto merge those records?

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Posted on by Sandy Hello 342

I want to update three different records with different names with one single value on name field. In this process the three records are duplicated now and i want to merge these three duplicate records in to one single record. How can this be achieved?

Note : These three records are lookup values on other entity. I cannot delete any one of them to avoid duplication.

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  • Verified answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at

    OOB merge is only for Account, contact and  lead entities.

    You have to write a custom logic in C# or Java script to merge two custom entity records.

    You can also check below link:

    www.magnetismsolutions.com/.../merging_custom_entity_records_with_dynamics_crm_2011_dialog

  • Suggested answer
    Sandy Hello Profile Picture
    Sandy Hello 342 on at

    Thanks Rocker

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