Loading...

View merged Lead, Contact or Account details in Dynamics 365

View merged Lead, Contact or Account details in Dynamics 365

If you're looking to optimize your data merging workflow in Dynamics 365, this post is a must-read. This tutorial provides a step-by-step guide to adding a note to the timeline that thoroughly documents the merge process, including both the details of the deactivated subordinate record as well as the updated information.

While merging Lead, Contact, and Account records is a useful feature within Dynamics 365 and Dataverse, keeping track of the merge process can be challenging. When merging records, it can be hard to determine which records were merged and what information was lost or retained. However, by adding a note in the timeline, you can easily keep track of all the details and ensure a smooth workflow.

This tutorial delves into the specifics of how to add a note to the timeline to document the merge process, helping you keep accurate and detailed records that make your workflow more effective and efficient. So, if you're looking to streamline your data merging process, head over to this article and learn how to keep track of all the important details of your merged Lead, Contact, and Account records!

The post View Merged Lead, Contact or Account Details in Dynamics 365 originally appeared on Amey Holden.

Published on:

Learn more
Articles - Amey Holden | ABC Enthusiast & Power Platform Specialist
Articles - Amey Holden | ABC Enthusiast & Power Platform Specialist

Share post:

Related posts

{How to} Timeline Highlights help users quickly access actionable record updates on Dynamics 365 Customer Service

In this post, the author shares tips on how to use timeline highlights feature to provide quick access to actionable record updates on Dynamic...

23 days ago

Power Query: How To Merge Tables W/Different Columns

Learn how to perform a conditional merge of tables in Power Query with this informative post. The author starts by explaining the normal way t...

26 days ago

Unlocking Data Integrity: Implementing Alternate Keys in Microsoft Dataverse

In today's data-driven world, ensuring data integrity is of utmost importance. To this end, Microsoft Dataverse offers several built-in featur...

1 month ago

How To Merge Queries In Power BI

In Power BI, one of the most useful transformations is merging, which allows you to optimize tables and consolidate data from a range of sourc...

1 month ago

Integrating Power BI: A Guide to Merging with Your Current Infrastructure

Introduction In a world awash with data, the ability to navigate with purpose sets successful businesses apart. This is where… The post ...

5 months ago

How to Merge Cells in Google Sheets: 5 Quick Ways

If you're a Google Sheets user, merging cells can make managing and organizing data significantly easier. With the "merge cells" functionality...

7 months ago

Python Merge Dictionaries: 7 Easy Ways + How-To Guide

Python is a versatile software development language that offers built-in features to support structures such as dictionaries. Dictionaries in ...

9 months ago

How to merge/ join excel files in Power Automate flow

In this blog post, the author discusses an interesting technique to merge or join excel files through Power Automate flow. If you are intrigue...

10 months ago

Parent Check for Merging Records in Dynamics 365 CRM | Power Apps

Let's review what Parent Check does in Dynamics 365 CRM while merging records.

1 year ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy