MS CRM – Run Workflow / Process When Merging Records


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.


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)



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