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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Update relationship of...
Service | Customer Service, Contact Center, Fie...
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Update relationship of records

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Posted on by Mansi M 74

Hello Folks,

I currently got this requirement of updating relationship of records in bulk where I'm supposed to migrate all the records from related records tab to associated records while checking and updating according to presence of duplicate records.

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All suggestions are welcomed.

Thank you in advance.

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Mansi,

    1.Updating relationship of records?

    （1）You create another new 1:N relationship between Account and Contact? The 'associated records' tab contains new sub-grid for the new relationship?

    If so, you need add new Corresponding account lookup in the contact form, then copy original lookup field to new,which can make related contacts appear in the new sub-grid automatically.

    （2）If the 1：N relationship between account and contact remains the same:

    There is no need to migrate, as long as the same contact sub-grid exists on the new tab, the records will be displayed because the account and contact relationship has not been removed.

    2.duplicate records:

    Then you can refer the following link to create and use duplicate detection rules:

    How to create and use duplicate detection rules in Dynamics 365 (advantage.co.uk)

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