There are three situations when duplicates may be found: Data in these fields may override the existing data in the master record.
In the Merge Records dialog box, select the master record (the one you want to keep), and then select any fields in the new record that you want to merge into the master record. Select the duplicate records, and then click Merge. Find your Dynamics 365 Customer Engagement (on-premises) administrator or support person Merge duplicate records If available on your system, you may also be able to check for duplicates of other record types, in addition to contacts, accounts, and leads. These rules are automatically turned on, so you don't have to do anything to set up duplicate detection for these record types. After reviewing the records, you determine that they're duplicates that need to be merged.ĭynamics 365 Customer Engagement (on-premises) includes duplicate detection rules for accounts, contacts, and leads. Next, you go to the My Active Contacts list and see that now you have two records with the same name. You're not sure if this is a new record (one that happens to have the same name as an existing contact) or a duplicate, so you click Save. The duplicate detection rule discovers that you already have a similar record, and displays this dialog box. Your administrator may also set up duplicate detection rules for other situations.įor example, let's say you enter a contact record, Jim Glynn, along with a mobile phone number.
When you merge a record any related or child records will also be merged. Dynamics 365 Customer Engagement (on-premises) helps you address potential duplicates by providing duplicate detection for active records such as, accounts, contacts, and leads. Merge duplicate recordsĭuplicate records can creep into your data when you or others enter data manually or import data in bulk. Merge duplicate records for accounts, contacts, or leads
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