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Merge Contact with Sales Order and Opportunities

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Posted on by CU27040940-16

How can we merge sales order and opportunities of duplicated contacts?

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Haig Liu Microsoft Employee on at

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Hi Partner,

1.When you merge contacts, opportunity records are merged with them:

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/merge-duplicate-records-accounts-contacts-leads?view=op-9-1

2.In addition, we can enable duplicate detection rules for opportunity entities:

https://learn.microsoft.com/en-us/power-platform/admin/set-up-duplicate-detection-rules-keep-data-clean

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
Please feel free to contact me if you have any further questions.
Regards,
Haig

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CU27040940-16 15 on at

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When i merge the contact, the marketing interactions under timeline is not merged.

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Haig Liu Microsoft Employee on at

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Perhaps because contacts and opportunities do not have a parent-child relationship, all child records are merged with the parent during the merge process.

If the contact already has a parent-child relationship with Opportunity and it still doesn't merge properly,

we recommend that you raise a support ticket to give Microsoft feedback on this issue:

https://admin.powerplatform.microsoft.com/support

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CU27040940-16 15 on at

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What about insights and marketing interaction (i.e. email open/read)? Can it be merged?

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