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Dynamics 365 (Merging Contacts)

Posted on by Microsoft Employee

What is the best practice to merge contacts, yet also maintain the relationship to different accounts? Is there a way to automate it?

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,498 Super User 2024 Season 2 on at
    RE: Dynamics 365 (Merging Contacts)

    Hi lerroy,

    You can follow this link, it explains you in detail how to merge in mass your records.

    For your need, I think that you should develop a custom code to use it automatically,

    sureshmaurya.me/.../

    Please mark the answer as verified if that's helpful for you.

  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: Dynamics 365 (Merging Contacts)

    Hi lerroy,

    I think i didn't understand you, 

    What does it mean to "maintain the relationship to different accounts"?

    A contact can only have one account:

    pastedimage1672283826379v1.png

    You can use a workflow to merge contacts:

       

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