how do I merge contacts in dynamics?

Question

I want to merge 2 contact records in Dynamics that are the same person.

Answer 1

To merge two contact records in Dynamics 365, follow these steps:

1. In the list of contacts, select the two records that you want to merge.
2. On the command bar, select Merge.
3. Follow the instructions provided to resolve any duplicates and complete the merge process.

When merging, ensure that you review the information in both records to confirm they are indeed duplicates. After the merge, the master record will inherit all related child records from the subordinate record, which will be deactivated.

For more detailed steps and visual aids, you can refer to the official documentation.

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References:

• Merge duplicate records for accounts, contacts, or leads
• Merge duplicate records
• Detect duplicate records and merge
• Merge data
• Manage contacts

Answer 2

Hi,

To merge two duplicate contact records in Dynamics 365, you need to select the records in the contacts list, use the Merge function to choose a master record, and select the data you want to keep.

You can also try this Step-by-Step Guide:

1. Navigate to Contacts: Go to your list of active contacts in the Dynamics 365 Customer Engagement Hub or Sales Hub application.
2. Select Duplicates: Identify the two contact records you want to merge. Select both records by checking the box next to their names in the list.
3. Initiate Merge: In the command bar at the top, select the Merge button. (Note: This button only appears when two compatible records of the same entity type are selected, and you have the correct security permissions).
4. Choose Master Record: A Merge Records dialog box will open. You will be prompted to select which record you want to keep as the master record (primary record). This is the record that will remain active after the merge is complete, and to which all related records (like activities, orders, etc.) will be reassigned.
5. Select Fields to Retain (Optional): You may be presented with an option to select specific field values from the subordinate (duplicate) record to override empty or different fields in the master record. By default, the master record's information is retained.
6. Confirm and Merge: Select OK or Merge to start the process. A confirmation message will appear.
7. Finalize: The duplicate record will be deactivated and linked to the master record. The master record will contain all the combined information and related activities. 

You can also check on this link for reference:

[Merge duplicate records for accounts, contacts, or leads](https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/merge-duplicate-records-accounts-contacts-leads?view=op-9-1) 

Note:

• You must have the necessary security privileges, including Merge privilege under the Business Management tab, as well as Read, Write, Share, Append, and Append To access for the Contact entity.
• Both records must be active.
• It's a good practice to test the merge process in a non-production environment first, as the action is largely irreversible. 

Kind regards,