locked
Merging Record Options for Custom Entities RRS feed

  • Question

  • I have recently been working with a client implementation with several custom entities.  Each of these entities were created with the "enable duplicate detection" option selected.  Duplicate detection rules have been created, and duplicate jobs have been run.

    However, there are no merge options available.  The merge record option on the custom entity tool bar is unavailable from both the main view and the duplicate detection job view of duplicate records.  Is there a setting that we're missing to enable the merge functionality?  Having the ability to merge these records in the custom entity is extremely important for this particular install.  Any advice? 
    Wednesday, July 22, 2009 2:12 PM

Answers

  • In their wisdom they only provided merge for Accounts, Contacts and Leads. Your only chance is to programatically add in the functionality.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Wednesday, July 22, 2009 10:19 PM
  • There is NO option is CRM to merge custom entity records.
    Vilas http://www.mscrm-vilas.blogspot.com
    • Marked as answer by Camp28 Friday, July 24, 2009 6:09 PM
    Thursday, July 23, 2009 9:49 PM

All replies

  • In their wisdom they only provided merge for Accounts, Contacts and Leads. Your only chance is to programatically add in the functionality.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Wednesday, July 22, 2009 10:19 PM
  • There is NO option is CRM to merge custom entity records.
    Vilas http://www.mscrm-vilas.blogspot.com
    • Marked as answer by Camp28 Friday, July 24, 2009 6:09 PM
    Thursday, July 23, 2009 9:49 PM