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Customer experience | Sales, Customer Insights,...
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After merge contacts, we activated duplicate contact, the old Audit History record modified in CRM

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Posted on by 10

Hi All,

We are using Dynamics CRM on-premise.
We did 2 steps:

1)We merged 2 contacts. After merge, the following fields were changed in duplicate contact (info from Audit History at 09:40):

09:40
- Master ID ->  empty to master contact
- Merged ->  No to Yes
- Status -> Active to Inactive

pastedimage1679988800124v1.png

2) We activated the same duplicate contact at 09:47. What we see in the Audit History that the old Audit History from 09:40 were modified:

09:40
Master ID ->  empty to empty
- Merged ->  No to No

pastedimage1679989063009v3.png

If someone has a logical explanation why the old Audit History were modified please share your answer.
Any inputs will be highly appreciated.

I have the same question (0)
  • dcruick Profile Picture
    10 on at

    Hi Oleksandra,

    Based on my experience - When you are merging two records, both records are modified: The primary record, which you select before merging, will remain 'active' and the second record is deactivated.

    The audit history for the primary record (still active) displays that this was the merged record, it has absorbed information from the now deactivated duplicate.

    The audit history for the now deactivated record, also shows that there has been a change; the change was simply changing the record Status from 'Active' to 'Inactive'. It does not show that this record was merged, because it was not the record that was added to, merely referenced and shut down.

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