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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Merging Leads in Dymai...

Customer experience | Sales, Customer Insights,...

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Merging Leads in Dymaics365

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Posted on by Zeera

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Hi Guys,

Is there a way to show merge leads in a view on a leads form? let's say If Lead A is merged with Lead B and Lead B becomes inactive. Now we want to be able to see what lead it was merged to in the lead form? In this case we want to see Lead B in a view when we open Lead A record. I was thinking maybe it can be done by adding a subgrid view with related records but I cannot make it work.

Does anyone else have any suggestions?

Also is there a way to automatically merge leads in CRM based on email address? we can manually merge but looking at an option of merging leads automatically. any suggestions please?

Thanks

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chris xu on at

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Hi

About how to auto-merge Leads in CRM, you could try to leverage below APIs:

https://docs.microsoft.com/en-us/dotnet/api/microsoft.crm.sdk.messages.mergerequest?view=dynamics-general-ce-9

with above a reference, you could find that there is chance to give the merged to record a Guid or other relationship field you could customize. that way, you can implement the first requirement to link/show the associated record on original one.

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