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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to see merge actions?
Customer experience | Sales, Customer Insights,...
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How to see merge actions?

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As Admin I have a view in which I can see system jobs merge actions to see if they succeeded or failed. These are system jobs of the type ''Execute Async Request' and the name 'Merge''. Now just this week the Merge dialog has been updated and improved but the merge actions are not longer system jobs. Is there a a way to see these merge actions in a view/find?

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  • Verified answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi Raimon,

    We can create a view for en entity to show its merged records, so that we can see if the merge action is successful according to the "Modified On" field.

    First create a view in the solution.

    Then open the XrmToolBox and open View Designer, select the new view, then edit its FetchXML in FetchXML Builder. Add a condition Merged = 1 to it. 

    The record whose field Merged = 1 is the one which has been merged with another record.

    Finally go back to D365, open the new view, it shows all merged records, sort them according to the "Modified On" field, find the latest record, and check whether it is the newly merged record. If it is, then the merge action is successful.

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