Merge Signatory Record with airSlate SignNow

Merge signed record

hello everyone welcome to this video in this video we will discuss about merging concept in dynamics 365. most of the times when we are creating records in dynamics 365 you might be end up with creating duplicate records right let's see this is the account name and this is the input is incorporation we have a phone number here fax and website now for some reason if someone will come here and create a new account with same name and mobile phone it will throw error right so because there is a duplicate detection rule in force in background which will check if the same account name and phone number is already available so let me create another account with same name i'm giving the account name and the same mobile number right if i'll save it the duplicate detection rule will enforce and give me a message that a duplicate record is already available right so this is the duplicate record which is already available in the system and this is the new record that i am trying to create now here you can merge the new record with the existing record right let's say i'm in the new record i'm adding more information like relationship as competitor and primary contact uh something else then i'll go to annual revenue and give another revenue here right [Music] now in this new record although the account name and phone number is same i'm adding more informations to this record so if i will save it it will again throw the message or prompt the message that duplicate found because the duplicate rule is against running against account name and main phone so now you can decide whether you want to merge the current record that you are trying to input with the existing record which is found as a duplicate because you if you don't know that there is a record exist with the same information you might go for merging right and the duplicate detection rule always runs for account name and main phone that we have configured that's why it is throwing so you can select this and click on merge right so here you will see two columns one is match record and another is current record current record shows the records that you are trying to create and matched record is the record that is duplicate which is already available in the system now if you want to merge the new fields that you want to enter that you can select the radio buttons against the field if you want to update annual revenue then you can select the annual revenue and if you want to update employed numbers number of employees you can also update because you are not updating number of employees so you can skip it the original then in competitor as relationship type right you can choose and you have provided primary contact then you can choose the latest one so...