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Dynamics 365 Customer Engagement (CRM) · Nov 6, 2018 · 1 MIN READ

Merge Permissions in Dynamics 365

When trying to merge records in Dynamics 365, you may not see the Merge button, which appears when you select a record in a view:

Or in Advanced find (the icon should be below):

If you do not see these options, ensure your role has sufficient Merge privileges. Under Business Management->Miscellaneous Privileges, select Merge:

You will see the Merge option:

 

Carl de Souza
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Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert

One Response to Merge Permissions in Dynamics 365

  1. Hello,

    My security role has merge privileges set but the merge button is still missing from the view and advanced find.

    Thank you,
    Scott Parks

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Carl de Souza
KEEP LEARNING. KEEP BUILDING.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.