Tag Archives: Duplicate Detection

Step-by-Step Guide to Duplicate Detection and Merge Rules in Dynamics 365 CRM

Why Clean Data is Every Manager’s Competitive Edge If your sales and marketing teams rely on Microsoft Dynamics 365 CRM, you already know this: duplicate data kills productivity. Multiple records for the same customer lead to fragmented conversations, inaccurate reporting, and poor customer experiences. That’s where duplicate detection and merging come in, not as a… Read More: Step-by-Step Guide to Duplicate Detection and Merge Rules in Dynamics… »

Duplicate Detection is back in Microsoft Dynamics CRM Spring Release

How good were the old days of CRM 2011 that even at the point of creation of records you were notified on the entity form itself that the particular record is a duplicate record and hence the data duplication was reduced to a considerable amount. But suddenly in CRM 2013 Duplicate Detection was removed partially i.e.,… Read More: Duplicate Detection is back in Microsoft Dynamics CRM Spring Release »

How to use the Duplicate Detection Feature of CRM

CRM 4.0 provides a facility to detect duplicate records with same attribute value. To enable the duplicate detection you have to create a duplicate rule. To create duplicate rule GoTo ->Settings->Data Management->Duplicate Detection Rule->New. Then you will get below window. In above screen shot The fields which are covered with red rectangle are as follows… Read More: How to use the Duplicate Detection Feature of CRM »