In the previous blog, we saw the possibility to force the merge of two accounts if the subordinate account is attached to an active offer. Today we will see how to cancel the merge cascade for a given relationship. Before going further, we will see the standard behavior of the merge. Indeed, after the merge, … Continue reading Dynamics 365 CRM [Dataverse] – How to cancel the merge cascade for a given relationship ?
Merging records on Dynamics 365 CRM is a very powerful feature that prevents duplicate records. I was asked to study this feature for a client who wanted to clean up his customer records, and we reached a point where we had to merge accounts that were related to active quotes. If you didn't know it, … Continue reading Dynamics 365 For Sales: How to merge Accounts if the subordinate record is associated with one or more active quotes?