Merging contacts

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User is trying to merge contacts where the primary contact is owned by admin user. He recieves error due to permit issues.

when i change the owner of the contact to the user's , it works .

I gave them all permissions available in contact entity and they have merge permission also .

So what is missing ?

Thanks in advance

Maya

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tw0sh3ds 5,600 on at

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Hi,

When you are merging records also related activities and records are reassigned to the other record, so if the user does not have proper permissions to this records (read, attach, attach to) there will be an exception. I guess that this is your case. When user receives error message there should be a log file to download. Inside you should have detailed information which privilege is missing. If this is on-premise you can also check Event Log or enable CRM Trace and check traces for the missing privileges.

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Abed Haniyah 4,287 on at

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Go To Settings > Security> Security Roles.

Select the Security Role that you want then go to Business Management Tab, under Miscellaneous privileges you would find Merge.

Also make sure that your Security role giving permission for Contact entity such as Read, Edit, Append, Append To, and Share.

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Community Member on at

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Hi,

I would like to recommend a 3rd party CTI to integrate MS Dynamics. This application will allow you to manage your contacts (easy note taking, contact details, task creation, etc..) while making a phone call. Aside from this, you also get advanced analytic reports, click to dial function and a few other features. Tenfold offers a 7-day free trial and set up will only take a few minutes.

www.tenfold.com/.../dynamics

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razdynamics 17,308 User Group Leader on at

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H Maya , Please ensure the Merging user has the Merge security Privilege as well as Read, Edit, Append, Append To, and Share

prvAppendActivity

prvAppendContact

prvAppendToContact

prvMerge

prvReadContact

prvShareContact

prvWriteActivity

prvWriteContact

msdn.microsoft.com/.../gg334602.aspx

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