Comments
Audit trail of data changes on select tables with added userid attribute loged for selected/crucial tables is now days a must.
Negative effect on transaction troughput and increasing of transaction duration would be minimized if such solution is done in FO framework as burst of inserts in chuncks or at the end of db transaction.
On our website, we offer downloadable contact via a form. When a person fills out this form, Dynamics 365 does the following:
- A lead is created
- A contact is created
When this person is already a customer, he's also already a contact in Dynamics 365. Which means we have a double.
We then merge the two contacts, which gives you the option to select which information from which of the two contacts you want to keep in the remaining (active) contact.
After the merge, the insights and history of the remaining, active contact is lost. When this person filled out the form, he gave us (and Dynamics) permission to track his behaviour. We of course want to keep tracking this person from that moment. But the insights are lost if you merge this contact with the contact that was already created in Dynamics.
Can this issue get solved? Can the history be merged into the remaining contact or could this merging process (where you select which data you want to keep from which contact) give the option from which contact you want to keep the history?