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Microsoft Dynamics 365 | Integration, Dataverse...
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Dynamics 365 (Merging Contacts)

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Posted on by

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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  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at

    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:

       

  • Suggested answer
    Mohamed GRAIB Profile Picture
    2,504 Moderator on at

    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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