MS CRM – Run Workflow / Process When Merging Records

Requirement:

When records are merged, an entry should appear in the ACTIVITIES panel. It should show who merged the records so that follow-up can be made if records were merged incorrectly.

Example:

Heading: Quality Control

Body: Records merged

Merge Record 1

Solution :

When merging records the Master is stored in the Master ID field in the subordinate record so you can create a workflow that runs on Contact entity when the record status changes.

Merge Record

Add a check condition step to check if Master ID contains data and the Contact state is inactive (this will prevent the creation of connection when a record is only being deactivated)

 

Advertisements

Leave a comment

Filed under MS CRM

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s