web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Sales Manager unable to merge their own contacts

(1) ShareShare
ReportReport
Posted on by 311

Hello!

We have a customer that would like to merge duplicate contacts.

Both contacts are active, and they are both owned by the user that wants to merge them. 

The user is assigned the Sales Manager role, and I have checked that this role has "Merge" permissions.

However when importing contacts, the "Merge" button is disabled, as seen in the picture below. How do I get around this?

pastedimage1679559228134v1.png

I have the same question (0)
  • Suggested answer
    Hagru Profile Picture
    311 on at

    Feel dumb now for even asking, but I'm leaving it here in case someone needs it at some point.

    The contacts you want to merge needs to be selected for the "Merge" button to be enabled.

  • Leco Lv Profile Picture
    on at

    Thanks for sharing.^ ^

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 108 Super User 2025 Season 2

#2
Jimmy Passeti Profile Picture

Jimmy Passeti 50 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 49 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans