Microsoft Dynamics CRM 2011 Cookbook by unknow

Author:unknow
Language: eng
Format: epub
Publisher: Packt Publishing

For each record in the bottom list we can take the following actions:Deactivate the record: Navigate to More Actions | Deactivate from the Actions menu.

Merge the record:

Navigate to Merge | Automatically from the Actions toolbar. This will merge the records selecting the top record as Master record.

Navigate to Merge | Select Master from the Actions toolbar. This allows us to choose the master record and the subordinate records are deactivated.

Delete the record: Select Delete from the Actions toolbar.

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