web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Include all records ch...
Customer experience | Sales, Customer Insights,...
Unanswered

Include all records checkbox is false, but record is added to customer profile

(0) ShareShare
ReportReport
Posted on by DGA205 61

Hi.

I have a issue in the merge process.

Example, I have entity A, B, C, where A is the main entity, B is merged by a primary key with A, and C is merged by a primary key with A and B.

I have an extra  entity D, merged with A, B, C, but, if a record D doesn't exist in A and B and C, I don't what to include that record as a customer.

I understand that in the merge configuration, there exist a "Include all records" checbox. In the first run, the checkbox was checked. 

I changed the checkbox to false, and run the merge again, but, customers from D don't despaired.

pastedimage1652386712174v1.png

pastedimage1652386738833v2.png

I don't want to reset the environment

I have the same question (0)
  • Scott Stabbert Profile Picture
    Scott Stabbert Microsoft Employee on at

    Hi DGA205,

    What are you seeing that indicates the singletons from entity D are still being included?

    Do you have numbers you are comparing from a unification run with and without 'Include all records' check for entity D? 

  • DGA205 Profile Picture
    DGA205 61 on at

    Hi. I know that the singletons from entity D are still there, because I have customers profiles with only attributes from the entity D.

    The entity D has the attributes "partyid" (the primary key), "Clasificacion_xxxxx", and, in the IDs secction, I only have the entity D's id

    pastedimage1652446849329v3.png

    pastedimage1652446920601v4.png

    For the question: Do you have numbers you are comparing from a unification run with and without 'Include all records' check for entity D?. No, I don't have

    Another doubt that I have. Is correct that I have merged entity C, with A and B? or, I should merge C only with B?. The same whit entity D, its ok to merge with A,B, and C, or I should merge it only with the previous entity C? All the entites have the same primary key. 

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the January Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 118 Super User 2026 Season 1

#2
Jimmy Passeti Profile Picture

Jimmy Passeti 46 Most Valuable Professional

#3
NeerajPawar Profile Picture

NeerajPawar 41

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans