Merge Option not showing for leads in dynamics 365 Sales Professional

(1) Share

Report

Posted on by HeinrichDB

Hello, when creating duplicate records (be it leads, contacts, accounts or opportunities) we do not have the option to merge the info.

Is this becasue we have a sales professional license or is something else wrong?

The toolbar is also not showing:

Any help is much appreciated!

All responses (4)

Answers (1)

Suggested answer

Inogic 462 on at

Like (0)

Report
Merge Option not showing for leads in dynamics 365 Sales Professional

Hi there,

The issue you're facing with the merge option not appearing for leads could be related to your Dynamics 365 Sales professional license, as certain features may be restricted based on the license type. However, there are also other factors to consider, such as system settings or duplicate detection rules that may not be fully configured.

To effectively manage duplicates in Dynamics 365, especially if you're dealing with leads, I highly recommend looking into DeDupeD app by Inogic. This tool is designed specifically to tackle duplicate data issues within your CRM and offers comprehensive features that the out-of-the-box (OOB) duplicate detection might not cover.

Here’s how DeDupeD can benefit you:

Advanced Duplicate Detection: It can identify duplicates across all entities, not just leads, and allows you to merge them easily.

Duplicate Prevention: DeDupeD lets you prevent duplicate records on both the client side and server side, this helps minimize duplicates from the onset and ensures data quality.

Merge Duplicate: Merge duplicate records of the same entity directly from the record form, choose a master record, and ensure data completeness and consistency.

Bulk Merging: The app allows you to merge up to N number of records at once, helping to streamline your data management process significantly.

Using DeDupeD can help ensure your CRM remains clean and accurate, enhancing your overall data management strategy.

If you have any more questions about this tool or its features, feel free to mail us at crm@inogic.com.If you are interested in testing the solution for your needs, then you should consider checking out our app for a 15-day free trial from our website or Microsoft AppSource.

Thanks,

Sam

Email: crm@inogic.com

Website: www.inogic.com

Blog: www.inogic.com/blog
HeinrichDB 47 on at

Like (1)

Report

RE: Merge Option not showing for leads in dynamics 365 Sales Professional

This indeed solved the issue for me, It was a permission issue however my button was still not showing. After regenerated my ribbon metadata the button eventually showed up as well. Thanks!
HeinrichDB 47 on at

Like (0)

Report

RE: Merge Option not showing for leads in dynamics 365 Sales Professional

Thanks Leah, this has given me a few things to double-check. Will let you know the outcome!
Verified answer

Leah Ju Microsoft Employee on at

Like (0)

Report

RE: Merge Option not showing for leads in dynamics 365 Sales Professional

Hi Partner,

It should not be a problem of license, my sales Professional can dhow Merge button:

1.What is the current user's security role? Has merged permission been checked?

--Please ensure your role has sufficient Merge privileges. Under Business Management->Miscellaneous Privileges, select Merge:

2.Also, you can use an in-app tool, Command Checker, to identify what is wrong with display and enable rules of the merge buttton.

--To enable the Command Checker tool, you must append a &ribbondebug=true parameter to your Dynamics 365 application URL.

Troubleshooting ribbon issues in Power Apps - Power Apps | Microsoft Learn

The following similar thread may help you: