Export/Import of data to Merge companies without loosing Key opportunity data linked

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Hello All,

I am looking for help on how I can export data from our companies entity so that I can bulk edit and merge company data, however I am worried that if I merge or delete companies the opportunities linked to the company and any key sales activities will not be relinked to the new company/merged company.

Is there a way to solve this and what is the best way to tackle this?

Can anyone help if they have done anything similar in the past?

Thanks!

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Wahaj Rashid 11,319 on at

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RE: Export/Import of data to Merge companies without loosing Key opportunity data linked

Hi,

Thank you for your query.

If you need to merge Accounts, please use the out-of-the-box Merge feature. This way related data is re-linked with the merged record:

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/merge-duplicate-records-accounts-contacts-leads

However, if you have already exported data (before) merging, re-importing this data will definitely break because keys are changed.

To avoid this, I would suggest to first edit/import your data and then merge the records.