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Scanning for duplicates

February 15, 2010

Believe it or not, mistakes can be made during data-entry.  And duplicates are definitely annoying. And duplicates are definitely annoying.

Duplicate records in your database can cause you a lot of trouble, especially if they go unnoticed.  Fortunately, Microsoft Dynamics CRM can help you automatically find duplicate records and deal with them so that you can maintain a clean database.

Step-by-Step Instructions

  1. Click on a list of records on the Navigation Pane, such as Accounts.
  2. Click the More Actions drop-down on the toolbar.  Click Detect Duplicates.
  3. Give the duplicate detection job a name, start time, and frequency.  Click OK.

Tips & Tricks

  • When creating a duplicate detection job, you have the option to narrow the job to a subset of the database.  Setting a query in the duplicate detection wizard will narrow down the range of records searched.  For example, you might only want to find duplicates that you own.

 

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