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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Merge Contacts and rel...
Microsoft Dynamics CRM (Archived)

Merge Contacts and related child records

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Posted on by gman0104 821

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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  • Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Merge Contacts and related child records

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

  • dkrishna Profile Picture
    dkrishna 475 on at
    RE: Merge Contacts and related child records

    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 ?

  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: Merge Contacts and related child records

    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.

  • dkrishna Profile Picture
    dkrishna 475 on at
    RE: Merge Contacts and related child records

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

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Merge Contacts and related child records

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

    Hope this helps.

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Merge Contacts and related child records

    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.

  • Suggested answer
    st738407 Profile Picture
    st738407 225 on at
    RE: Merge Contacts and related child records

    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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