Microsoft Dynamics 365 | Integration, Dataverse...

Merge Contact with Sales Order and Opportunities

(0) Share

Report

Posted on by CU27040940-16

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

I have the same question (0)

All responses (4)

Answers (0)

Sort by

Suggested answer

Haig Liu Microsoft Employee on at

Like
a
(1)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Suggested answer

CU27040940-16 15 on at

Like
a
(0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
Haig Liu Microsoft Employee on at

Like
a
(0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No
CU27040940-16 15 on at

Like
a
(0)

Report
Copy link

Link copied!

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

Was this reply helpful? Yes No