Parent Check for Merging Records in Dynamics 365 CRM | Power Apps

In case you ever tried to Merge records in Dynamics 365 CRM and it failed, you’d usually see the below error –


The error reads – “Unable to merge because sub-entity will be parented differently. You can disable the parent check prior to execution as part of Merge dialog.

Let’s see why this error occurs and how to solve this.

Scenario

This scenario occurs because the records you are trying to Merge had different Parent records already.
Example –

  1. Notice the below records selected for Merging –
    The Contacts to be Merged already belong to different Parent Account

  2. And when you select them for Merging using the Merge button upon their selection.

  3. You’ll also be given Parent Checking selected by Default.

  4. This is what causes the error.
    Now, if they either had the same Parent or one of them doesn’t have a parent, this won’t appear and they’ll be Merged.

  5. Now, they’ve been correctly Merged and only 1 record exists.

Hope this helps!

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Thank you!