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Dynamics 365 (Merging Contacts)

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

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Mohamed GRAIB 2,500 Super User 2025 Season 1 on at

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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.
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Haig Liu Microsoft Employee on at

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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:

You can use a workflow to merge contacts:

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