One of many nice wants of any enterprise software is to have the flexibility to keep up information high quality. A type of methods is the flexibility to Merge data in Dynamics 365 which has been obtainable as a function for very long time.
Within the instance, I’ll use right this moment I’ve created two Dynamisity US data which have 1 baby account file every.
Conventional merge expertise appears one thing like this:
To allow the brand new and improved expertise, Navigate to Superior settings -> Duplicate detection settings and allow highlighted setting and click on Okay:
Now allow us to return, and Allow us to click on on Merge once more on these accounts and see what occurs by default (keep in mind to do a tough refresh, if new expertise doesn’t present up) :
The good profit right here is getting the flexibility to by default have fields with Conflicting information.
One other checkbox I’ve is to Merge data by selecting fields with information.
Then, allow us to specify All fields from the placement the place information is stuffed in our instance:
Merging file course of began:
Now allow us to see within the grid that there’s one single merged file:
What’s attention-grabbing, allow us to see the hierarchy of accounts as soon as:
To elucidate to you additional I had positioned Dynamisity India underneath one guardian file “Dynamisity US” and Dynamisity Europe underneath one other guardian file “Dynamisity US”. Merge additionally took care of mechanically shifting the guardian file for Dynamisity Europe file to the merged guardian file.
Hope it helps and Energy 365ing as common!
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