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Clean Duplicates

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Posted on by Crownd

Hi there!

What is the best way to clean lots of duplicate Contact/Lead entries in Dynamics 365?
I can easily detect all the duplicate entries when exporting all leads/contacts into an (online) excel file. I created a temporary boolean field "isDuplicate" to flag all records that were duplicates.
However, when trying to import them back into dynamics i can not update the records as i throws me an error for wanting to import duplicates...

Is there any better way to clean/delete multiple duplicate records?

I also tried using OOTB function of dynamics to detect duplicates, however, this only allows to merge/delete records one at a time which would take for ever in our case.
(Moreover, the Interface for this funcitonality looks like it is from 1995...)

Best Regards
Matthias

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Pradeep Rai 5,490 Super User 2024 Season 2 on at

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RE: Clean Duplicates

If you enable the allow duplicates while importing then it will create duplicate records.

As naveen said, you can use power automate to delete records.

Which means, During import allow duplicates and after import complete you can run the power automate to delete the record.

First try on existing record once it works then import and run the power automate.

Instead delete you can try the Merge Request class as described in below link:
https://sureshmaurya.me/2021/06/13/record-merging-and-merge-tracking-in-depth-in-microsoft-dynamics-365/
Crownd 36 on at

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RE: Clean Duplicates

I'll attach the screenshot to this message. It is in German unfortunately, but it essentially says that the lead could not be imported/updated since there exists a duplicate.

However, what would happen if I allow duplicates while importing, I would not want to create even more dups in my system?

Best Regards

Matthias
Naveen Ganeshe 3,393 User Group Leader on at

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RE: Clean Duplicates

can you share the screenshot of the error while importing? I believe we can allow dups in the system while import
Crownd 36 on at

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RE: Clean Duplicates

Hi Naveen!

thanks for the fast reply and your input.

This would seem like a nice way to go about it, but, unfortunately, we do not have a license for power automate.

And i would assume a CRM the size of Dynamics should have some sort functonality do deal with multiple duplicate records

Best Regards

Matthias
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Naveen Ganeshe 3,393 User Group Leader on at

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RE: Clean Duplicates

Hi Matthias,

You can use power automate to do this job for you. Here are the link:
technologyblog.rsmus.com/.../
https://powerusers.microsoft.com/t5/Power-Automate-Community-Blog/Delete-duplicate-records-items-from-Dynamics-365-CRM-CDS/ba-p/334853