Microsoft Dynamics CRM (Archived)

multiple contacts with same name need to merge

(0) Share

Report

Posted on by Tin

1,562

Hello All,

I have multiple contacts with same name but inside it

all data like invoice,order,opportunity,generic info. ....etc are different.

I want to merge all similar contacts into one record and make it a single.

Can any one suggest me how to do it in 2011 on-premises environment.

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (2)

Verified answer

Community Member on at

Like (0)

Report

Hi Tin,
In a Contact view, select (tick) both records to be merged.

Click the Merge button on the menu bar.

Sect which of the records to be the Master, then click OK.

The records will be merged and the subordinate record will be deactivated. All invoices and orders etc will appear under the Master record. You can merge several records under the one master, but unfortunately you must merge them one at a time (i.e. you cannot have more than two records selected when you click the merge button).

Good Luck.

Please remember to mark as verified if a member of the community helps you.

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

Hi Tin,

Please follow the link below

www.microsoft.com/.../merge-duplicate-records-for-accounts-contacts-or-leads.aspx

Regards

Nithin

Was this reply helpful? Yes No
Tin 1,562 on at

Like (0)

Report

Thanks Brad, for sharing described solution.

But when I tried to merger its linked invoice and orders are not coming into one record,means to say its not merging,apart from it all fields are merging properly as you described . please guide me.I am using 2011 on premises version.

Was this reply helpful? Yes No
Tin 1,562 on at

Like (0)

Report

Thanks Nithin,

But when i tried to merger its linked invoice and orders are not coming into one record,mean to say its not merging please guide me.I am using 2011 on premises version.

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (1)

Report

HI,

you need to select the contact records that you want to merge, and after selecting the records click the Merge button on the top. The contacts will be merged.

Best Regards

Shah

Was this reply helpful? Yes No