Customer Engagement & Dynamics CRM Forum

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Merge Opportunities

  • 1.  Merge Opportunities

    SILVER CONTRIBUTOR
    Posted Jan 04, 2019 11:22 AM
    Is there a way to merge opportunities? after lots of google all i have seen is that you cant do it with OOTB functions.

    Thoughts?

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    Jonathan O'Brien
    AY McDonald
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    CRMUG Summit - Post


  • 2.  RE: Merge Opportunities

    GOLD CONTRIBUTOR
    Posted Jan 04, 2019 11:30 AM
    Jonathan,
    AFAIK there is no OOB way to merge opportunities. You will have to do something custom.

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    Andrew Butenko
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    CRMUG Summit - Post


  • 3.  RE: Merge Opportunities

    GOLD CONTRIBUTOR
    Posted Jan 07, 2019 04:13 AM
    Correct, you can't do this OOB. It's one of the areas we thought we could improve on ourselves, and merging other entities including opportunities is now a core part of our duplicare product - let me know if you'd like any more information.

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    Mark Carrington
    Chief Technologist
    Data8
    Chester
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    CRMUG Summit - Post


  • 4.  RE: Merge Opportunities

    Posted Jan 07, 2019 04:57 AM

    Hi Jonathan,

    Our Perfect & Merge solution is also able to deduplicate standard and custom entities.

    Please let me know if we can help in any way.  



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    Martin Doyle
    DQ Global
    United Kingdom
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    CRMUG Summit - Post


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