web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How can I prevent copy...
Microsoft Dynamics CRM (Archived)

How can I prevent copying related records of the child record to master record in the OOB Merge functionality ?

(0) ShareShare
ReportReport
Posted on by Ancy

The dynamic CRM Merge functionality will set the related records of the child record to the master record. But, I don't want this to happen. Can I do this on Merge message in plugin? Or is there any other way or approach to achieve this?

Can anyone please help me?

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: How can I prevent copying related records of the child record to master record in the OOB Merge functionality ?

    First solution I can think of is a plugin on Update of that related records. In this plugin you have to check if this Update is caused by Merge message (you have to check the parent plugin context). If this is coming from merge, simply remove the attributes which are pointing to the new parent record (in such case the parent will not be changed)

  • Ancy Profile Picture
    Ancy on at
    RE: How can I prevent copying related records of the child record to master record in the OOB Merge functionality ?

    Thank you very much for the reply. This suggestion really seams to be a correct way to achieve the requirement. I will try doing it practically. Thank you.

  • Verified answer
    Ancy Profile Picture
    Ancy on at
    RE: How can I prevent copying related records of the child record to master record in the OOB Merge functionality ?

    Finally I have taken an approach to write Pre and Post operation plugin on merge message of master entity.

    On Pre merge operation I have retrieved collection of all related entities and context data. Stored it in a shared variable. And finally used it in post merge operation to revert the changes done by OOB Merge.

    And it worked!!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#2
ED-30091530-0 Profile Picture

ED-30091530-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans