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Merging duplicates

March 1, 2010

Have you found a duplicate record in your system?  Rather than simply trashing one of the found records, you should use the merging feature in Microsoft Dynamics CRM.

This feature gives you complete control over duplicate merging and is really easy to use. Duplicate records are lined up side by side so that you can decide which fields you want to keep in the merged record.

Step-by-Step Instructions

  1. Find the two duplicate records.  Hold Ctrl and click on each record.  They should both be highlighted.
  2. Click Merge on the Actions Toolbar.
  3. Highlight a master record.  This should be the record that is more complete.
  4. Highlight all of the field values that should be kept in the merged record.

Tips & Tricks

  • Once you merge records, notes/histories/opportunities/etc from both records are combined.
  • There is a checkbox at the bottom of the merge screen.  It allows you to select all fields with data.  It’s a good idea to always click this box when merging duplicates.

 

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