Plugin to merge accounts from code

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Hello, I have a question/problem. I want to know if It is possible to create a plugin to merge several accounts with a common field. I mean, for example, I have created four accounts with a field in common, that i will use as a reference, and I want to merge them in one account. In the CRM you can only merge two accounts simultaneously but, Is it possible to do in C#=?

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Kokulan 18,054 on at

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Hi

Yes you are correct the UI only allows to merge Two at a time but after two merged, you can then merge the Merged record with other remaining ones. Two at a time, thats a limitation.

You can merge them using custom code.

You will have to query CRM to get the records, group them by your common field. Loop through each group and for each group, you will have to first merge two and then use the merged one to perform the merge with the next remaining one in the group.

docs.microsoft.com/.../gg308057(v%3Dcrm.8)

Let me know if you need any more examples or guidance on this.

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Dynamics365 Rocker 7,755 on at

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You can achieve this by Custom C# code.

Plugin can be trigger on Update, Create, Delete, retrieve and retrieve multiple. In your case plugin can't execute. Create a window app or similar.

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Community Member on at

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Thanks for the info. I have done that. Now I have a doubt with the uploading of the plugin. After which step should I register the plugin?

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Kokulan 18,054 on at

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Are you using Visual Studio to develop plugin using the following toolkit?

marketplace.visualstudio.com/items

If you are using the above, tool, you can directly deploy plugin from VS.

Note : This tool officially only supports VS 2015.

If you want to use Plugin Registration Tool, to register the plugin, please follow the link below

www.tutorialspoint.com/.../microsoft_crm_plugins.htm

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