Merge Contacts and related child records

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Posted on by gman0104

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If I merge two contacts will it also copy any child records from the other contact over to the master including custom entities that may have been created?

Thanks G

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st738407 227 on at

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Take a look at the 1 to N relationship section of the parent entity (contact). There is a Merge option. That should tell you which children will move to the 'new' parent contact entity.

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Aric Levin - MVP 30,190 Moderator on at

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In most cases, that statement is correct unless there is some configured cascading rule (As Mike suggests) that specifies that for a particular child entity/relationship there will be no Cascading.

Hope this helps.

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RaviKashyap 55,410 Moderator on at

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Yes, it should move all children s well unless otherwise specified in the relationship mapping.

Hope this helps.

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dkrishna 483 on at

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Is there any way to unmege records using any custom records ?

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Dynamics365 Rocker 7,755 on at

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It depend on type of 1:N relationship.

Open relationship between contact and other child entity and make sure Merge option selected to Cascade all.

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dkrishna 483 on at

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i have to merge 2 contacts records and i will add button unmerge on click it should unmerge records and reverse merged fields data and activate deactivated record is this possible ?

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Dynamics365 Rocker 7,755 on at

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You can't un-merge until you write a custom code.

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