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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?

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At the moment the insights of merged contacts will not be merged. Only fields stored in Dataverse can be combined.


The issue occurs when you need the history stored in the insights, which lays in Azure Blob storage. These information is lost and not visible in the insights of the contact after the merge.


Customers often experience the need to comprehend previous sctions taken from the contact.


It would be great if there is a possibility to merge these information as well.

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I which we had a heatmap on each email in real-time journeys to detect which links has been clicked and not.

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Additionally, where tasks have a start date in the past but no effort has been calculated, task has not begun- these should be highlighted to the users.


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Almost every Indian localization clients are asking for this requirement, it helps client with easy process of Fixed Asset transfer.

A large section of Clients will be benefited with this development. Kindly think about this.

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I have added an Idea Related to this issue:

https://experience.dynamics.com/ideas/idea/?ideaid=adc71261-b2fc-ec11-b5cf-0003ff45834c 


This Idea is based up a dialogue in the BC Partner Community: https://www.yammer.com/dynamicsnavdev/#/users/2455250182144

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I have added an Idea Related to this issue:

https://experience.dynamics.com/ideas/idea/?ideaid=adc71261-b2fc-ec11-b5cf-0003ff45834c 


This Idea is based up a dialogue in the BC Partner Community: https://www.yammer.com/dynamicsnavdev/#/users/2455250182144

Category:

I have added an Idea Related to this issue:

https://experience.dynamics.com/ideas/idea/?ideaid=adc71261-b2fc-ec11-b5cf-0003ff45834c 


This Idea is based up a dialogue in the BC Partner Community: https://www.yammer.com/dynamicsnavdev/#/users/2455250182144

Category:

I have added an Idea Related to this issue:

https://experience.dynamics.com/ideas/idea/?ideaid=adc71261-b2fc-ec11-b5cf-0003ff45834c 


This Idea is based up a dialogue in the BC Partner Community: https://www.yammer.com/dynamicsnavdev/#/users/2455250182144

Category:

I have added an Idea Related to this issue:

https://experience.dynamics.com/ideas/idea/?ideaid=adc71261-b2fc-ec11-b5cf-0003ff45834c 


This Idea is based up a dialogue in the BC Partner Community: https://www.yammer.com/dynamicsnavdev/#/users/2455250182144

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