Skip to main content

Notifications

Microsoft Dynamics CRM (Archived)

Merging two opportunites

Posted on by Microsoft Employee

Hey guys,

I noticed that you can merge contacts, accounts and leads but not opportunities. Does anybody know why? and is there a work around it?

Thanks :)

For now I will do manual merge but it's weird why you CRM does not allow you the option to merge two opportunity records.

Shabeer Sher

@ShabeerSher

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Merging two opportunites

    Thank you

  • Verified answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Merging two opportunites

    Hello,

    This is because there is no OOB functionality for merging of opportunities. This is by-design. If you want to have this functionality you will have to develop this extension.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,151 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,993 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans