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Microsoft Dynamics CRM (Archived)

Bulk account merge and child records

Posted on by 230

Dear Communities,

we have to merge around 5K accounts and respective child records as well(lead,contact,opportunity and custom entity).

I guess If we try SSIS(Kingswaysoft),account record only merge not child records.

Please advise me to work around.

Thanks & Regards,

Dan

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  • Suggested answer
    Pawar Pravin  Profile Picture
    Pawar Pravin 5,227 on at
    RE: Bulk account merge and child records

    Hi Dan S ,

    In your situation you can use console application so that at time process you can easily merge contact.

    One more advantage of using console application that you can track number of records processed in console.

    Please do refer code in below url:

    msdynamicscrmblog.wordpress.com/.../merge-two-accounts-using-c-in-dynamics-crm-2011

  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Bulk account merge and child records

    Hi,

    I dont know is Kingswaysoft works or not. But you can write a console application to do that too. There is a sample code as below.

    docs.microsoft.com/.../sample-merge-two-records

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