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

Posted on by 5

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!

  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    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.

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