crm 2011 creating a view of merged contacts

南笙酒味 提交于 2019-12-14 02:09:31

问题


Can I create a view of the contacts that have been merged? I want to include active and inactive (sub ordinate) contacts as well in the view. I can search inactive contacts with the status 'Merged duplicates'. How do I find the master record in which it has been merged? Help is appreciated! :)


回答1:


CRM has two fields called "merged" and "masterid" which indicate if the record was merged and the master record id. Unfortunately, CRM doesn't expose these fields so you won't be able to create a view but you can create a SSRS report to display merged records if you want.

The following is an example about how to retrieve this information using fetchXML:

<fetch>
  <entity name="contact" >
    <attribute name="fullname" />
    <attribute name="merged" />
    <attribute name="masterid" />
    <filter>
      <condition attribute="merged" operator="eq" value="1" />
    </filter>
  </entity>
</fetch>




回答2:


You can't find all active contacts which were merged using advanced find. But it is possible to create a plugin to mark active records with some custom flag (Was Merged for example) or place a lookup for latest merged record ("Was merged with" for example) and then you can find all active records using advanced find. This can be helpfull during plugin creation: http://mscrm-chandan.blogspot.ru/2012/08/get-entity-details-in-merge-plugin.html



来源:https://stackoverflow.com/questions/39828777/crm-2011-creating-a-view-of-merged-contacts

易学教程内所有资源均来自网络或用户发布的内容,如有违反法律规定的内容欢迎反馈
该文章没有解决你所遇到的问题?点击提问,说说你的问题,让更多的人一起探讨吧!