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Merging Customer Assets

Conleth Overton on 1/31/2024 10:16:56 AM

The ability to merge customer assets - similar to Accounts, Contacts, Leads

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/merge-duplicate-records-accounts-contacts-leads?view=op-9-1


and Cases

https://learn.microsoft.com/en-us/dynamics365/customer-service/use/customer-service-hub-user-guide-merge-cases


Category: Customer Asset
STATUS DETAILS
Under Review
Ideas Administrator

Valerie Horvath (administrator)


Hello Conleth,

We appreciate you sharing your idea. Could you please elaborate on the need for merging assets?