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Duplicate Opportunities

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?  

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  • 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.

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