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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Merging duplicates wit...
Microsoft Dynamics CRM (Archived)

Merging duplicates without overwriting fields, but expanding upon them instead.

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Posted on by Community Member Microsoft Employee

Hello:

I am trying to find a way to merge duplicates without overwriting certain fields.

For example, say I have a lead that was acquired at three different trade shows. The Name, phone number(s), email(s), and everything else is the same, but the trade shows are different. 

Say in one of the leads, the Trade Show field = "Cinecon"

And in the other, the Trade Show field = "Arricon"

Is there a way to merge the Leads so that

Trade Show = "Cinicon " + "," + "Arricon " ; ?

*This post is locked for comments

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Merging duplicates without overwriting fields, but expanding upon them instead.

    I had a feeling this would be the case. I just wanted to be sure before taking that avenue. Thank you!

  • Verified answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: Merging duplicates without overwriting fields, but expanding upon them instead.

    Hello ,

    Duplicate detection rule or workflow  does not provide you the facility to concatenate particular field . For this type of requirement create a plugin and implement merge logic .

    Hope this helps.

  • Verified answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at
    RE: Merging duplicates without overwriting fields, but expanding upon them instead.

    OOB  merge feature it's not possible

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Merging duplicates without overwriting fields, but expanding upon them instead.

    Hi,

    with oob merge feature, this is not possible, however you can write your own logic by adding a plugin trigger on merge.

    The below code is the sample to get the master and sub record.

    mscrmtechie.blogspot.my/.../plugin-on-merge-message-in-crm.html

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