Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

CRM 365 How to merge two accounts and make it one and remove the one.

(0) ShareShare
ReportReport
Posted on by 2

Hello All Experts,

How to delete one of the account and but before that i want to merge that in a single account.

*This post is locked for comments

  • Suggested answer
    Eccountable Profile Picture
    Eccountable 10 on at
    RE: CRM 365 How to merge two accounts and make it one and remove the one.

    Merging two accounts is simple, but you must have a security role that permits it. Here are the steps:

    1. navigate to the accounts view

    2. select only two accounts you want to merge (put a check mark on them)

    3. click the Merge button (just below the navigation)

    4. use the radio buttons to choose which fields which or record to keep and click OK

    This will deactivate the record you do not want to keep.

    Why do you want to delete the merged account? An account record that has been deactivated will not appear in most views.

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: CRM 365 How to merge two accounts and make it one and remove the one.

    Hi there,

    Have not tried and do not have a working sample however :

    what you can do is;  register a plugin on pre operation/prevalidation of delete. Find the related record somehow based on some duplicate information in current account and the related one.

    finally you perform the merge operation programatically : msdn.microsoft.com/.../hh547408.aspx

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,468 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,287 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans