Setting > Data management > Duplicate Detection Jobs/Bulk Delete Jobs
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Friyank
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Report- Setting > Data Management > Duplicate Detections Jobs, This Job is Asynchronous which runs in background without impacting System activities.
- There are some situation where admin need to find are there any duplicate data in application.
Sometime data imports from another system via some utility may not check duplicity of records or sometime admin may miss to enable adding duplicate detection rule for some entity and which result in redundant data. - To deal with those duplicate record, CRM provides out of the box feature of duplicate detection jobs.
- Create New Job, Jobs are created using wizards
- Stage 1 – Welcome stage which describe what this job do and what all things need to done in stage 2
- Stage 2 – Here you can see Look for option set, which has list of entity for which duplicate detection can run
Note : In LOOK FOR option set, only those entity will be available for which has rule are created and those rules are published, unpublished rules will not be in this option set.
Use Saved Views – This is the list of views which are already created in the system
Saved Views are used to limit the record count.
you use saved views or you can create one using query generator.
Query generator has same options of advance find, to use related entity , group by AND/OR.
Admin can use both option, getting data using saved views and applying query for more limiting the records.
Admin can also view the records which will be checked for duplicate detection using Preview Records button - Stage 3 – Naming the Job is done by CRM still admin can change it but blank is not allowed.
Jobs are mostly Scheduled, even this duplicate detection job can be scheduled to triggered on Specific Date and time
Also Jobs can run recursively, on every 7, 30, 90, 180, 365 days by checking the check box of Run this Job after every
One of the best option of jobs is that it can informed admin that job is Completed with whatever status, for that User need specify in lookup of Email Option - Stage 4 – This inform admin, that this job will be running in background and users can continue their work.
This Jobs are not found in system jobs, you can Jobs in same location Setting > Data Management > Duplicate Detections Jobs Views.
Admin can Cancel, Pause, Postpone or Resume to manage Jobs - There are some system generated views, we cannot create new Views for this jobs.
- What happen in background when Duplicate Detection is triggered.
> When a rule is created for any entity and when rule is published, each record in that entity will have one match code created and will be stored in database.
> That’s the reason this jobs needs published rule for look for option set
> Duplicate detection works by comparing generated match codes of existing records with each new record being created. These match codes are created as each new record is created.
> Therefore, there is potential for one or more duplicate records to be created if they are processed at the exact same moment. In addition to detecting duplicates as they are created, you should schedule duplicate detection jobs to check for other potential duplicate records.
Links to Refer :
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/run-bulk-system-jobs-detect-duplicate-records
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/detect-duplicate-data
Bulk Delete Jobs
- Deleting unwanted or Stale records is best option to keep your data clean and performance better.
- Bulk Delete Jobs is the fastest way to delete the record given by CRM Out of the box.
- We Can create Bulk Delete Jobs using by code using BulkDeleteRequest.
- To Create Jobs Navigate to Setting > Data Management > Bulk Record Deletion
- Only Admin Can Create Jobs for bulk delete.
- Deleting using Out of the box include creating jobs using wizards
- Stage 1 – This stage Describe about bulk delete job and what are the options in stage 2 and stage 3.
- Stage 2 – Look for option set shows all the available entity for which deletion can be done. This entities include custom and system entity both.
Use Saved Views – This is the list of views which are already created in the system
Saved Views are used to limit the record count.
you use saved views or you can create one using query generator.
Query generator has same options of advance find, to use related entity , group by AND/OR.
Admin can use both option, getting data using saved views and applying query for more limiting the records.
Admin can also view the records which will be Deleted using Preview Records button
if you click next without Specify criteria, CRM will prompt a warning which states
“You have not defined any search criteria. All the records for the selected entities will be deleted. To continue, click OK. To define search criteria, click Cancel.” - Stage 3 – Naming the Job is done by CRM still admin can change it but blank is not allowed.
Jobs can be started Immediately or can be Scheduled on specific date and time.
Jobs are mostly Scheduled, even this bulk Deletion job can be scheduled to triggered on Specific Date and time
Also Jobs can run recursively, on every 7, 30, 90, 180, 365 days by checking the check box of Run this Job after every
One of the best option of jobs is that it can informed admin that job is Completed with whatever status, for that User need specify in lookup of Email Option - Stage 4 – This inform admin, that this job will be running in background and users can continue their work.
if the job is recursive, you can see when it will be repeated and at what time.
This is also inform what all data will be deleted based on criteria and records for which admin as delete permission can only deleted.
This Jobs are not found in system jobs, you can Jobs in same location Setting > Data Management > Bulk Deletion Jobs Views.
Admin can Cancel, Pause, Postpone or Resume to manage Jobs
Links to Refer :
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