Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Duplicate Opportunities

(0) ShareShare
ReportReport
Posted on by Microsoft Employee

Is there a way to merge duplicate opportunities.  If 2 are similar is there a way to merge them without having to delete one?  

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Duplicate Opportunities

    Thank you for getting back with me.  My next challenge is setting our nomenclature rules/guidelines?  Any suggestions?

  • Verified answer
    CRMInnovation.com Profile Picture
    CRMInnovation.com 12,282 on at
    RE: Duplicate Opportunities

    Unfortunately, the merge record feature isn't available for the Opportunity entity. From a data integrity standpoint and reporting perspective, updating the surviving record and deleting the duplicate is the best way to proceed.

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!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,445 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans