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141Hello Community,
I’m looking to solve a contact deduplication issue for a customer.
There are about 1 million contact records (a massive number of duplicates). They imported spreadsheets into the system over the years without any guidance or best practice on how not to create duplicates.
I have set up Duplicate Detection Rules on the Contact
- Go to Settings → Data Management → Duplicate Detection Rules.
- Create rules for:
- Contact: Email, Full Name + Mobile, Full Name
How best can I approach these issues - Data deduplication, matching logic, automation, auditing, and preventive controls.
The customer does not allow any third party tool (XRM Toolbox etc) on there tenant.
I would like to automate (Automated Merge) this process and be able to count and log the deletions. All using low code. I’m not a developer.
I look forward to all the support.
Kind regards,
Chi
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