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Ability to merge duplicate contact including custom entities


Hi, We are using Dynamics to capture volunteer registration for specific medical research studies. We have built custom entities for the research studies. A volunteer can register for multiple studies and when this happens multiple contacts get created in CRM with different study name. It will ...

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Category: Unified Interface (646)

STATUS DETAILS
Needs Votes

Link Marketing Pages & Forms to custom Entities


Hi, Currently Marketing Pages and Forms link to built-in entities. Its not necessary that all the forms data need to be captured in the contact entity. It will be great if Microsoft Dynamics team can allow marketing pages and forms to be linked to custom entities. Thanks Jag

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Category: Marketing Pages, Forms, and Surveys (189)

STATUS DETAILS
Planned

Ability to find duplicate records and merge duplicate records for custom entities


Hi, Currently finding and merging duplicate record is only available for the built-in entities. It will be great if this feature can be extended to custom entities. Thanks Jag

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0 Comments

Category: Unified Interface (646)

STATUS DETAILS
Needs Votes