How do I merge two opportunities in Dynamics 365 Sales Professional?

Hello @Kathy Toynbee, 

Thank you for posting your question in the Microsoft Q&A forum. 

Currently, Dynamics 365 Sales Professional does not currently provide a built‑in “Merge Opportunity” function unlike accounts, contact, or leads. 

For my recommendation, you can try to work around by creating a view with all columns that you can use to compare the two opportunities you are merging and then deactivate one of them. Make sure to re-parent the activities and other records related to the losing opportunity, for that you would probably need to use a Workflow.  

Also create a "Merged with" lookup field where an administrator can select an opportunity to "merge with" and launch a workflow that would deactivate the "losing" opportunity and reassign all its records. 

If this workaround doesn’t resolve the issue, you can create a support ticket directly to Dynamics 365 by following the instructions: How to create a Product Support Ticket in Dynamics 365 Online? 

Note: Please understand that as a forum moderator, my primary goal is to provide helpful guidance and support through general troubleshooting steps. While I don’t have access to internal systems or test devices required to resolve backend/account issues, I truly appreciate your understanding of these limitations.  

Thank you for choosing Microsoft, and I am looking forward to your response. If anything is unclear, please don’t hesitate to reach out to me. 

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Hi. I'm Brian.

You might get better answers by asking in the Dynamics 365 community found at https://community.dynamics.com/.

In Dynamics 365 Sales Professional, the process of merging opportunities is not explicitly detailed in the provided context. However, merging similar records typically involves identifying duplicates and consolidating them into a single record. For opportunities, you may need to check for duplicate detection features or consult your system administrator for specific steps, as the context mainly discusses merging duplicate leads rather than opportunities.

If you are looking to manage opportunities effectively, ensure you are familiar with the features available in your version of Dynamics 365 and consult the relevant documentation for your specific needs.

References:

• Manage opportunities with Dynamics 365 Sales
• Create or edit opportunities