Applies To: CRM 2015 on-prem, CRM Online
Assembly: Microsoft.Crm.Sdk.Proxy (in Microsoft.Crm.Sdk.Proxy.dll)
The following example shows how to use this message. For this sample to work correctly, you must be connected to the server to get an IOrganizationService interface. For the complete sample, see the link later in this topic.
// Create the target for the request. EntityReference target = new EntityReference(); // Id is the GUID of the account that is being merged into. // LogicalName is the type of the entity being merged to, as a string target.Id = _account1Id; target.LogicalName = Account.EntityLogicalName; // Create the request. MergeRequest merge = new MergeRequest(); // SubordinateId is the GUID of the account merging. merge.SubordinateId = _account2Id; merge.Target = target; merge.PerformParentingChecks = false; Console.WriteLine("\nMerging account2 into account1 and adding " + "\"test\" as Address 1 Line 1"); // Create another account to hold new data to merge into the entity. // If you use the subordinate account object, its data will be merged. Account updateContent = new Account(); updateContent.Address1_Line1 = "test"; // Set the content you want updated on the merged account merge.UpdateContent = updateContent; // Execute the request. MergeResponse merged = (MergeResponse)_serviceProxy.Execute(merge);
For this message to work, the caller must be connected to the server.
Privileges and Access Rights
To perform this action, the caller must have privileges and access rights on the specified entity in the SubordinateId property and privileges on the entity that is referred to in the Target property.
For a complete list of the required privileges, see Merge Privileges.
The following table shows the default entities that support this message. For the listed entities, the caller must be connected to the server for this message to be available.
For a description of how actions on a parent record affect child records, see Entity Relationship Behavior.
The behavior of merge for incidents is different from merging accounts, contacts, or leads in the following ways:
The UpdateContent property is not used.
For other entities this property may be used to transfer selected values from the subordinate record to the target record. When merging incidents the value of this property is ignored.
Merge is performed in the security context of the user.
Merge operations for other entities are performed with a system user security context. Because incident merge operations are performed in the security context of the user, the user must have the security privileges to perform any of the actions, such as re-parenting related records, that are performed by the merge operation.
If the user merging records doesn’t have privileges for all the actions contained within the merge operation, the merge operation will fail and roll back to the original state.
Development PlatformsThe .NET Framework does not support all versions of every platform. For a list of the supported versions, see System Requirements.
Target PlatformsWindows Server 2008,Windows Server 2012,Windows 7
Other ResourcesMerge Privileges
Sample: Merge Two Records
Customer Entities (Account, Contact)
Lead Entity Messages and Methods
How Role-Based Security Can Be Used to Control Access to Entities In CRM
How Instance-Based Security Can Be Used to Control Access to Entity Instances (Records) In CRM
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