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I am trying to merge two records. But I couldn't find the Merge option after selecting two records
Can anyone help with this?
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Hi,
I am trying to merge two records. But I couldn't find the Merge option after selecting two records
Can anyone help with this?
*This post is locked for comments
Hello Karthik,
I an using Dynamics 365 Online and I am also not able to see the Merge Button in Out of Box Opportunity records. You can get the missing button by using Ribbon Workbench Tool.
Refer this Blog for more details: community.dynamics.com/.../how-to-restore-a-hidden-button-on-the-crm-2013-command-bar
Download Link: ribbonworkbench.uservoice.com/.../80806-download-ribbon-workbench-for-crm-2011-2013-2015
Hello
Tenfold just recently added MS office 365 to their integrations list. Tenfold offers features such as click to dial, automatic call logging, easy note taking and task creation, screen pops on inbound and outbound calls, new lead/contact creation when no matching records, support for cases/opportunities and advanced analytics on the backend. They also support MS Dynamics integration.
For which entity are you looking to merge Data?? Refer this:
www.microsoft.com/.../merge-duplicate-records-for-accounts-contacts-or-leads.aspx
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