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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to select which fi...
Microsoft Dynamics CRM (Archived)

How to select which fields can be merged?

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Posted on by Community Member

based on this article

www.microsoft.com/.../merge-duplicate-records-for-accounts-contacts-or-leads.aspx


When I open the window of merging two records - I see the list of fields. Some of them are system, some new created.

But there are maybe only 30% of the fields in this window, compared with the number of fields on the entity form. I need some more fields of the entity for merging and don't need some of the proposed.

How can I set which fields will be available on the merge form? How does CRM decide which field to show for merging?

MergeRecordsDialog.png

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    In the merge window you will only see fields which are:

    - on the form (my assumption is the last form used by that user, but it could be the first form in the form order to which they have access ie their default form).

    - have data values for at least one of the two records. Fields which are NULL on both records are not shown, to avoid cluttering the scren with pointless empty boxes. Note, all Two Options (bit) fields have data for all new records (but could be NULL for records created before the field was added).

    Does this line up with the behaviour you are seeing?

  • Community Member Profile Picture
    Community Member on at

    You are right! Thanks'!!

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