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Customer experience | Sales, Customer Insights,...
Answered

"Current" and "Matched" records swap places when merging

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Posted on by 221

When an existing Contact triggers a Duplicate Detection Rule, the pop-up window displays the "Current" record (the one I'm editing) and the "Duplicates Found" (any other records matching those criteria in the CRM). See below:

pastedimage1635254871200v1.png

When I select to merge the two records, however, the "Current Record" is now identified as the "Matched Record":

pastedimage1635255106690v1.png

You can see this is true because I added "Current Record" to the record I was looking at in the "Country" field, and also you can see the Business Phone field matches between the first image (Current Record) and second image (Matched Record). 

This has proven to be very confusing for staff so I'm wondering if there's anything that can be done about this or whether it's a bug I need to raise directly with Microsoft?

Thanks in advance!

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  • Verified answer
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    on at
    RE: "Current" and "Matched" records swap places when merging

    Hi thecharwest,

    Through my test, I encountered the same situation as you:

    pastedimage1635301314341v2.png

    This can be confusing, but it's not sure if it's a mistake or by design.

    But microsoft document show new record and matched record columns, and they are in correct position:

    Get improved data management experience with simplified duplicate detection and merge capabilities - Dynamics 365 Release Plan | Microsoft Docs

    So you 'd better open the ticket with Microsoft and ask for support.

    https://admin.powerplatform.microsoft.com/support

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