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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Merge Contact with Sal...
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Merge Contact with Sales Order and Opportunities

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Posted on by Community member 15
How can we merge sales order and opportunities of duplicated contacts?
  • Community member Profile Picture
    Community member 15 on at
    Merge Contact with Sales Order and Opportunities
    What about insights and marketing interaction (i.e. email open/read)? Can it be merged? 
  • Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    Merge Contact with Sales Order and Opportunities
    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:
     
     
  • Suggested answer
    Community member Profile Picture
    Community member 15 on at
    Merge Contact with Sales Order and Opportunities
    When i merge the contact, the marketing interactions under timeline is not merged.
  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    Merge Contact with Sales Order and Opportunities
    Hi Partner,
     
    1.When you merge contacts, opportunity records are merged with them:
    2.In addition, we can enable duplicate detection rules for opportunity entities:
     
    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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