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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.
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.
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