How to choose the right CRM for your business
How to choose the right CRM for your business
May 14, 2018
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HOW TO RUN DEDUPLICATION

Duplicate Detection Jobs & Merging Records 

 

  1. Start by signing in to Dynamics 365 and select Settings > Data Management > Duplicate Detection jobs.

HOW TO RUN DEDUPLICATION

HOW TO RUN DEDUPLICATION

 

2. Select NEW to create a new job

 

HOW TO RUN DEDUPLICATION

3. The Duplicate Detection Wizard will pop out, click Next.

HOW TO RUN DEDUPLICATION

 

4. Select Contacts from the drop-down box if you want to look for duplicate contact records. You can also specify a view and other filtering criteria to limit records for this job to check.

 

HOW TO RUN DEDUPLICATION

 

5.  You can label the job and specify the date and time. You can also make a job schedule (weekly or monthly). Click on Next, then Submit.

 

HOW TO RUN DEDUPLICATION

 

6.  A dialog box will pop out to start Duplicate Detection job, Click Submit

 

HOW TO RUN DEDUPLICATION

 

7.  Click the refresh button if you want to check on the status of the job and open it once finished to see your results.

HOW TO RUN DEDUPLICATION

 

8.  You can select View Duplicates to see your desired duplicate data.

HOW TO RUN DEDUPLICATION

 

9.   To resolve the duplicate record issue, you can merge the two records.

HOW TO RUN DEDUPLICATION

 

10.   To merge the records, select one of the duplicate records in the top table, then the duplicate that appears in the lower table. Note that each of these records contains different information – one of the records have a business address while the other one doesn’t. To fix this, Click Merge.

It is also recommended that you manually select the Master.

 

HOW TO RUN DEDUPLICATION

 

11. A new window will appear. Select the Master record. Then, select the fields from the duplicate entry that you want to merge with the Master and Click OK when done.

Select the record that you want to keep, which is the Master. Then, select the fields from the duplicate entry that you need to merge with the Master. Click OK when finished.

 

HOW TO RUN DEDUPLICATION

 

Note: The master record will inherit all of the subordinate record’s child records. The subordinate record will be deactivated. It is highly recommended to delete the newly-deactivated duplicate entry unless you know you’ll need to reference it in the future.

 

12.  At this point, do not close the duplicate detection job window, instead, Click the Refresh button and look for the record you just merged.

 

HOW TO RUN DEDUPLICATION

 

One of the duplicates will show as ” inactive”.

Double click the inactive entry to open it and delete.

 

HOW TO RUN DEDUPLICATION

HOW TO RUN DEDUPLICATION

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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