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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Sharing of Contacts af...

Customer experience | Sales, Customer Insights,...

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Sharing of Contacts after merging

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Posted on by axelweissneuss

when merging companies the contacts are shared with all users who are owners.

However, I would like to disable the sharing here because the visibility of the

contacts should be controlled exclusively by security roles. Is this possible?

How can I disable this automatically sharing?

Thank you very much - this is very important for my client.

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Dengliang Li Microsoft Employee on at

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Hi,

I tried to change the cascade behavior between account and contact from parent to configurable cascade, but the cascade for merge can't be changed, which means that contact records are forcibly merged.

I found a related question that you may refer to.
https://community.dynamics.com/forums/thread/details/?threadid=28f38c5b-32c6-4519-b85c-d24dc8558769

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Dengliang Li

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