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

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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?

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Ancy on at

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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!!
Ancy on at

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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.
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tw0sh3ds 5,600 on at

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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)