Announcements
No record found.
We want to merge duplicate accounts and contacts in crm online.please suggest the industry best practice to do so.
*This post is locked for comments
Refer this thread:
social.microsoft.com/.../merge-duplicate-records
There is a built in merge option that you can perform from the grid view.
If you select two accounts/contacts and select merge from the command bar you will see a dialog that allows you to select fields from both sides. The merged record is deactivated and any related records are moved to the record being merged into.
@Scott. If we wanted to have a process (workflow/plug-in) triggered when a merge happens. What would be the event/field that we could use to have a workflow triggered after a merge process completes?
Hi,
You would need to register your plugin/workflow on state change of the record and check to see if it is deactivated the 'merged with' master attribute s set which will be populated with the record that is still active.
Hope this helps
Scott,
A variation of the prior question is, if we want to have a process (workflow/plug-in) triggered BEFORE a merge happens, what would be the event/field that we could use to have a workflow/plugin triggered before a merge? Thanks.
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.
Congratulations to our 2026 Super Stars!
We are thrilled to have these Champions in our Community!
These are the community rock stars!
Stay up to date on forum activity by subscribing.
JS-09031509-0 3
AS-17030037-0 2
Mark Eckert 2
