Merging Contact > Organization not visible on merge form

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Posted on by Robert Fleminks

Hope someone can help me with this.
When merging 2 contacts A&B I am having an issue.

Contact A: Organization filled
Contact B: No Organization

When merging the 2 a master record can be chosen and on the bottom of the form the 'fill empty fields with data if possible' can be checked.

Now when selecting the master B and checking the box it seems that the Organization is not filled after merging. And the Organization is not visible on the merge form so it can be selected as data. Is there ANY way to make this user friendly.. When Contact A and B have more or less identical data, it is very hard to see which one should be the master in the form. I know users can perhaps look at the ID, but in reality that doesnt always happen.

Thanks for the effort.

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Shahbaaz Ansari 6,211 on at

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Hi Robert,

You can go to the your view and selection both the contact A and Contact B, After that at the top there is a option for merging the records.

You can select which ever values you want to keep and then click ok.

Please check below screen shot

Hope this help!!!

Thanks,

Shahbaaz

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Robert Fleminks on at

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Thanks very much... I am very familiar with this action.

My question is specifically about showing the Organization or how to guarantee that the organization will be filled in the master record if it doesnt contain an organization.

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Shahbaaz Ansari 6,211 on at

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Let say Contact A has organization value and Contact B is blank and Contact B is your Master record, at the end there is a option of "Select all field with data. If both field will have data than master record will be selected" click on this and then merge your issue will be resolved.

hope this help!!!

Thanks,

Shahbaaz

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Robert Fleminks on at

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Thanks once again Shahbaaz! That is also the result I would expect.. but it doesn't seem to work that way? Does your Dynamics do this? I am very interested to know.

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Shahbaaz Ansari 6,211 on at

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Hi dan,

I tried it and it is working like that only, Please you try it and let me know if you face any issue.

Thanks,

Shahbaaz

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Robert Fleminks on at

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I have tried it several times and again just now... Selecting B (no organization) as a master and checking 'all field with data' (A contains organization) does not result in Organization being filled for B. So It seems it has a different behaviour than your Dynamics.

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Karsten Wirl 4,477 on at

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Hi Robert.

It's a standard behaviour of the system.

Have a look here...

When your master does not have a parent record (account), but your other contact has one, than you will lost this information by default.

It was discussed in some other posts here in the community:

https://community.dynamics.com/crm/f/117/t/197033

https://community.dynamics.com/crm/b/razdynamicscrmconsultant/archive/2016/08/20/considerations-for-merging-duplicate-records-in-dynamics-crm

Kind regards,

Karsten

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