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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Manual Merge & Un-merg...

Customer experience | Sales, Customer Insights,...

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Manual Merge & Un-merge Capabilities in Customer Insights

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Posted on by CU27040935-0

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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?

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Haig Liu Microsoft Employee on at

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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

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