View merged Lead, Contact or Account details in Dynamics 365
Merge functionality for Leads, Contacts, and Accounts in Dynamics 365 and Dataverse allows you to view merged details. However, there is no clear indicator on the 'Master' row that data has been merged from another row. This post discusses how to add a note in the timeline to show when a row has been merged into and what data has been updated from the deactivated row. The process involves creating an automated flow triggered by a Dataverse action. The flow retrieves the deactivated row and retrieves the data for the details of what was updated.
Article 10m
Login now to access my digest by 365.Training
Learn how my digest works
Features
- Articles, blogs, podcasts, training, and videos
- Quick read TL;DRs for each item
- Advanced filtering to prioritize what you care about
- Quick views to isolate what you are looking for right now
- Save your favorite items
- Share your favorites
- Snooze items you want to revisit when you have more time