How to copy activity log from one record onto another for a duplicate record?

Forum|Forum|3 years ago
May 19, 2022
1 reply
1570 views

For Duplicate Records where one happens to be a Dynamics lead and the other is a Dynamics contact record, I have to delete the "lead" and NOT the "contact". However, I want to move the activity log from the lead record to the contact record because all the lead records have been tracking the engagement activity and I don't want to lose that historical data. Any tips?

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Darshil_Shah1

Community Manager

If you merge the records, the losing record's activity log will be transferred/copied over to the winning record's activity log. Without merging I don't think you can get the activity logs over to the contact record. Is there a specific reason that you want to delete the lead record instead of merging the records?

Danielle_WongAuthor

Community Manager

Yes, we are unable to merge two Dynamics records. Example is below:

Record 1: Dynamics Lead Record

Record 2: Dynamics Contact Record

Cannot be merged using merge functionality in Marketo. When I try, there is an error message.

Darshil_Shah1

Community Manager

Yeah, I do now remember an idea floating around in the community regarding allowing the merging of records synced with MSD via Marketo too!

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