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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Disable merge of dupli...
Customer experience | Sales, Customer Insights,...
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Disable merge of duplicate records

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Posted on by Praveenboralka 2
When the user tries to create a duplicate record, the system gives a pop of the record to be merged or ignore and save. We have an requirement to hide the merge button on the pop up...or disable the merge feature... Does  anyone know how we can implement this..
Thanks in advance.
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  • Inogic Profile Picture
    Inogic 682 on at
    Hi Praveenboralka,
    You can achieve this requirement by customizing the user roles for handling duplicate records using the DeDupeD app by Inogic. 
    Here's how DeDupeD can help:  
    1. Authorized User Roles to Ignore Duplicates: DeDupeD allows you to define specific security roles that are authorized to ignore duplicate warnings and save records without merging them. For example, you can assign this capability only to 'System Administrator' or other roles as per your needs.  
    2. Authorized User Roles to Merge Duplicates: You can restrict who has the ability to merge duplicate records by assigning the functionality only to selected security roles. This ensures that only authorized users can merge records, while others won't see or have access to the merge option.  
    3. Authorized User Roles to Exclude Duplicates: DeDupeD also provides an option to let certain roles exclude specific duplicates if needed, giving flexibility and control over duplicate management.  
    With DeDupeD, you can tailor these settings at a granular level, ensuring that the merge option is hidden or disabled for users who shouldn't have access to it while allowing other users to handle duplicates based on your organization's requirements.  
    Here are some more key features of DeDupeD app:
    •    Easily spot duplicate records across various entities in Dynamics CRM (OOB or custom).  
    •    Prevent duplicate entries from appearing on both the server and client sides.  
    •    Merge duplicates into master records quickly in CRM.  
    •    Merge fields based on key criteria and streamline data management by automatically merging duplicates on the server side.  
    •    Clean up your database by bulk merging historical duplicates.  
    If you have any more questions about this tool or its features, feel free to mail us at crm@inogic.com.
    If you are interested in testing the solution for your needs, then you should consider checking out our app for a 15-day free trial from our website or Microsoft AppSource.
     
    Thanks,
    Sam
    Website: www.inogic.com
  • Verified answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,351 Super User 2025 Season 2 on at

    In Microsoft Dynamics 365, the duplicate detection and merge functionality are standard features that help users maintain clean data. However, it is possible to configure or disable aspects of this functionality based on your requirements.

    To hide or disable the "Merge" button in the duplicate detection pop-up or completely disable merging functionality,

    Option 1: Disable Duplicate Detection Rules

    Disabling duplicate detection rules entirely will stop the system from triggering the duplicate pop-up when a user creates or updates records.

    1. Go to Settings > Data Management > Duplicate Detection Rules.
    2. Locate and deactivate the relevant duplicate detection rules for the entity where this issue occurs (e.g., Account, Contact, or any custom entity).
    3. Once disabled, duplicate detection pop-ups (and thus, the merge button) will not appear for those specific rules.

    Option 2: Use JavaScript to Customize the Pop-Up Behavior

    If you want to keep duplicate detection but hide the "Merge" button specifically, you can implement JavaScript to modify the behavior of the pop-up.

    1. Write a JavaScript web resource that listens to the OnSave event of the form.
    2. In the script, intercept the duplicate detection prompt and remove or disable the "Merge" button using DOM manipulation techniques.

    Example:

     
    javascript
    function disableMergeButton() {
    setTimeout(function () {
    var mergeButton = document.querySelector('[aria-label="Merge"]'); // Locate the Merge button
    if (mergeButton) {
    mergeButton.style.display = "none"; // Hide the button
    }
    }, 500); // Delay to ensure the pop-up has loaded
    }
    1. Add this JavaScript function to the form’s OnSave event for the relevant entity.

    Note: This approach is unsupported and could break if Microsoft changes the DOM structure in future updates.

    Option 3: Modify Security Roles to Restrict Merge Permissions

    Restrict users from accessing the "Merge" feature altogether.

    1. Go to Settings > Security > Security Roles.
    2. Open the user's security role and navigate to the Core Records tab.
    3. Locate the Merge privilege and set it to None (no access).
    4. Save and assign the updated security role to the affected users.

    This will prevent users from performing merges system-wide but does not specifically hide the merge button on the duplicate detection pop-up.

    Option 4: Use Power Automate or Plugins to Customize the Workflow

    If none of the above options meet your requirements, you can use a plugin or Power Automate flow to handle duplicate creation differently:

    1. Plugin Approach: Develop a plugin that triggers on the "Create" or "Update" message for the target entity. It checks for duplicates and prevents merging programmatically without displaying the duplicate detection pop-up.

    2. Power Automate Flow: Configure a flow that detects duplicates after the record is saved and takes custom actions based on your requirements.

    Summary

    • To completely disable merging: Use Option 1 (disable duplicate detection rules) or Option 3 (restrict Merge privileges via security roles).
    • To hide the Merge button only: Use Option 2 (JavaScript customization).
    • For advanced control over duplicate handling: Consider Option 4 (Power Automate or plugins).

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