Customer Relationship Management - PSFT (MOSC)

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Customer Data Merging without CDH integration

edited Jul 10, 2014 5:00AM in Customer Relationship Management - PSFT (MOSC) 6 commentsAnswered

Hi,

Can I check if anyone knows if Customer Data Merging can be performed within the CRM9.2 application itself without the need to integrate with CDH?

Eg. if there are now 2 existing customer records in CRM which we know are duplicates, how does one initiate a merge so that the case/events/sales order transactions will be updated to the "surviving" customer record?

The following articles talks about the various functions available however, it seems to be dependent on CDH integration.

http://docs.oracle.com/cd/E16216_01/crm91pbr0/eng/psbooks/cbom/chapter.htm?File=cbom/htm/cbom27.htm

Can we trigger the merge application process within CRM itself?

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