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Merging duplicate contacts and/or accounts using CRM UI has been cumbersome especially due to limitation of merging only two records at a time. I'm looking for creative solution that can help in multiple record merges. Any suggestions?
I just finished a project that involved merging about 6,000 duplicate contacts in CRM. When the client initially rolled-out CRM (before we became their partner) there was lack of knowledge on how to best enter contacts and accounts. This led to thousands of orphaned contacts and thousands of duplicates.
Although not particularly creative or easy, the approach we took was to first copy contacts and related records to SQL Server. This allowed for matching using various joins and fuzzy matching on names and companies where needed. Part of the analysis was to determine which contact needed to remain active after the merge. There were business reasons why a particular contact needed to remain active (e.g., the contact details were also in an ERP system).
I created a stored procedure to perform the duplication analysis and write the records to be merged to a SQL table. Columns include SourceContactId (guid), TargetMasterContactId (guid), MergeAttempted (datetime), Merged (datetime), and Error (ntext).
Next, we reused a .NET console application that we wrote some time ago to loop through the records in the merge table and perform the merge. That code had to build an Entity with data to map across from the subordinate contact to the master record. It then used the MergeRequest class in the CRM SDK to perform the merge and updated the SQL table with the merge status.
We write a lot of our own tools at Altriva, but there might be a pre-built tool that can handle the duplicate identification and merging.
Let me know if I can help further with this. It's not an easy task but hopefully I've provided some guidance on how you can approach this.
Kingswaysofts SSIS toolkit has a merge operation which works rather well - you can give it an excel sheet of the records to merge and it will bulk merge them.
See ssis integration toolkit for microsoft dynamics crm
Power Objects provides a tool called Power Merge which merge duplicate records with click of a button. For more details, refer the link below.
Would your solution work on custom objects in CRM or is it limited to Accounts and Contacts in CRM?
The Power Merge tool can only be used for accounts, contacts and leads. Other entities cannot be merged using this tool.
Would be nice to share some graphs from SSIS Kingsoft Diagram if avaible ?
can we use cozyroc as 3rd party tool and work on SSIS to perform this job ? as we have already buyed Cozyroc.
Hello! Is your custom stored procedure will work for Microsoft CRM 2011?
If we are using MergeRequest, will the subordinate associate records will also be merged to Parent record?
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