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, Dynamics 365 For Sales disallows this operation by showing this error message:
After…
Continue Reading Mehdi El Amri’s Article on their blog
Dynamics 365 For Sales: How to merge Accounts if the subordinate record is associated with one or more active quotes?
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.
Blog Syndicated with Mehdi El Amri’s Permission
More About This Author
Array
Dyn365CE6 November 2022[Power Apps – Geospatial features] How to implement a radius-based location search ?
Dyn365CE22 October 2022[Power Automate – Teams] Trying to resolve the error “The payload is too large” when posting an adaptive card to MS Teams
Dyn365CE20 September 2022[Model-driven apps – Client Scripting] How to interact the client API with a PCF control in a form using the OnOutputChange event?
Dyn365CE18 September 2022[Power Apps – PowerFx] Let’s try to deep link a Power apps to WhatsApp and Ms Teams using Named Formulas
