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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Manual Merge & Un-merge Capabilities in Customer Insights

(1) ShareShare
ReportReport
Posted on by 7
Does Customer Insights let us manually view the merged records and then choose if we want to un-merge them, lets say if some contacts have been incorrectly merged? Similarly, is there any option to manually merge certain contacts if they were not merged based on the merging rules we defined?
I have the same question (0)
  • Verified answer
    Haig Liu Profile Picture
    Microsoft Employee on at
    Hi,
     
    1. The merger process, once completed, is irreversible.
    2.In Dynamic 365 Marketing, records can only be merged manually (Insights will be merged with Marketing in September), but in Insights rules are often used.
    You can make two specific records merges by filtering the criteria.
     
    I hope this helps, but please let me know if you need anything else or if you have any other questions.
    thanks,
    Haig Liu

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

Quick Links

Responsible AI policies

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

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 98

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 60 Super User 2025 Season 2

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 43 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans