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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Include all records ch...
Customer experience | Sales, Customer Insights,...
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Include all records checkbox is false, but record is added to customer profile

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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 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. 

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