You can merge two records to combine the data or to remove duplicates. After doing a merge, check out the Security considerations section to verify the changes meet your security requirements. You can merge Account, Contact, and Lead tables.
Follow these steps to merge data.
Select the records to merge (for example account records), and then select Merge.
Select the master record and the fields to merge into the master record, and then select OK.
Note
The master record will inherit all of the subordinate record's child records. The subordinate record will be deactivated.
Merging shared data may have unintended consequences. Check out the following scenarios and have a solid understanding of the security-related results for each.
The merged master Account record - Test Account One
User Two
Has access to:
The merged master Account record - Test Account One
The inactive account (read-only) - Test Account Two
User Two is not added to Owner Team One
Change merge behavior
You can use the OrgDBOrgSettings tool to change database settings that govern default option behavior. With the tool you can change the access settings for master or subordinate account records using the following settings:
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