Tag Archives: Contact

Merge Accounts / Contacts / Leads in Dynamics 365 CRM if You are Prompted for a Duplicate Record Right There!

One of the enhancements shipped as part of the 2020 Release Wave 2, is the enhanced dup detection experience. Traditionally Duplicate Detection displayed a pop-up with the option to ignore and still go ahead and save the current record, thereby creating a duplicate, or it displayed a list of all the duplicates found, and then… Read More »

Sub-grid Add Action Behavior in Dynamics CRM

Introduction: Since the new refresh forms, we now see sub grids added on the form by default instead of the left navigation links to see the related records. The + (add) button on the sub-grid however appears to work differently for the Case Sub-grid and the Contacts grid on the Account form. So when do… Read More »