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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / List of Merged Records?
Microsoft Dynamics CRM (Archived)

List of Merged Records?

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Posted on by Community Member

Hello everyone!

Is there a way to generate a list of records that have been merged?  I'm aware these records appear in the Inactive system view, but I would need to open each individual record in order to tell if it's been previously merged.

We're currently using 2016 On-Prem

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I have the same question (0)
  • Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi Pete,

    Are you looking for a list of the active contact records which have been merged into?

    Thanks,

     Aiden

  • Community Member Profile Picture
    Community Member on at

    Hello Aiden

    I am looking for a list of inactive records that have been merged into active ones.  

    For example; when an inactive account is viewed; if the account was made inactive because it was merged,  Dynamics displays a small prompt at the top of the window indicating the record was merged with xxxx account.  I'm wondering if there is a way to pull all inactive records that were made inactive because they were merged into active ones.

  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi Pete,

    The information about the merge status is stored in two columns on the contact table "Merged" (bit field) and "MasterId" (the ID of the record is was merged into). Unfortunately, neither of these fields are available for conditions in the advanced find so you won't be able to build a View on those conditions.

    However, those fields are available in the Filtered views so you can query for the data, just not in the advanced find. You can build a fetch XML query to get back just contacts with Merged = 1 and run that in a report built through the report wizard, or since you're On Prem, you could build it up in SQL using SSRS.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

  • Community Member Profile Picture
    Community Member on at

    Exactly what I needed to know.  Thanks for the quick reply Aiden!

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