Tag Archives: Duplicate records

New Release: Detect Duplicate Records Using Related Entity Fields in Dynamics 365 CRM with DeDupeD

Most duplicate records in Dynamics 365 aren’t obvious; they’re hidden across related entities. And native duplicate detection doesn’t catch them. Standard duplicate detection in Dynamics 365 compares fields within a single record, but what happens when duplicates are hidden across related entities? That’s exactly the gap that DeDupeD – #1 Data Deduplication app for Dynamics… Read More: New Release: Detect Duplicate Records Using Related Entity Fields in… »

Merge Accounts / Contacts / Leads in Dynamics 365 CRM if You are Prompted for a Duplicate Record Right There!

One of the enhancements shipped as part of the 2020 Release Wave 2, is the enhanced dup detection experience. Traditionally Duplicate Detection displayed a pop-up with the option to ignore and still go ahead and save the current record, thereby creating a duplicate, or it displayed a list of all the duplicates found, and then… Read More: Merge Accounts / Contacts / Leads in Dynamics 365 CRM… »

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 »