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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Merging records
Customer experience | Sales, Customer Insights,...
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Merging records

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Posted on by Angelaj68 5

I need to merge a disqualified lead with an account we have won but which wasn't won through the lead - hence it is disqualified.  Is there a way for me to do this?  I need to keep all information on the disqualified lead. 

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  • Suggested answer
    Manoj Mane Profile Picture
    Manoj Mane 1,020 on at

    Hi Angelaj68, 

    Please refer the below links in order to merge the records:- 

    https://nishantrana.me/2021/06/29/enable-parent-check-option-during-merge-dynamics-365/

    https://learn.microsoft.com/en-us/power-apps/user/merge-duplicate-records


    Thanks,

    Manoj Mane.
    Please mark this as VERIFIED if it helps. image

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