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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Duplicate Contacts in Dynamic Marketing List

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Posted on by 30

Hello!

Can you tell me the best way to remove duplicate contacts in a dynamic marketing list?

  • Suggested answer
    Lincberra Profile Picture
    5 on at
    RE: Duplicate Contacts in Dynamic Marketing List

    Read this discussion.May be this can help you here https://doradomanana.xyz/ If yes then please mentioned me here.

  • slx Profile Picture
    386 on at
    RE: Duplicate Contacts in Dynamic Marketing List

    not bad data, difference scenario below

    multiple contacts linked to the same address - which is a generic admin@ email address

    contact 1 admin@at.at

    contact 2 admin@at.at

    contact 3 admin@at.at

    contact 4 admin@at.at

    all in the segment/ML

    how to deal with duplicate email address?

    a parent record to associate all will not work due to different association between contacts and other entities

    in some segments you could have contact 1 and 2 that needs to be personalized {fullname}

    other can be different

  • Suggested answer
    Wahaj Rashid Profile Picture
    11,321 on at
    RE: Duplicate Contacts in Dynamic Marketing List

    Hi,

    Thank you for your query.

    I assume when you say "Duplicates", you have multiple contact records with same email address.

    If that is the case, you can't remove duplicates (based on a certain field like email) from a marketing list.

    To fix this problem, you have to clean your data.

    Either merge duplicate contacts or remove the wrong ones.

    If for any reason, you need to keep both, add a flag on the contact entity, for example, IsDuplicate.

    Then write a script/ETL package to update every duplicate contact and set this flag to Yes.

    Then in the Marketing list, add a filter to remove contacts (where IsDuplicate equals Yes).

    For example:

    • Contact 1:
      • Name: John Doe
      • Email: jd@example.com
      • Is Duplicate = false
    • Contact 2:
      • Name: Joe
      • Email: jd@example.com
      • Is Duplicate: = true

    However, I strongly suggest to work on your data, you can merge the duplicate contacts:

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/merge-duplicate-records-accounts-contacts-leads?view=op-9-1

    Also setup Duplicate Detection Rules to avoid such issues:

    https://docs.microsoft.com/en-us/power-platform/admin/set-up-duplicate-detection-rules-keep-data-clean

  • Suggested answer
    Nya Profile Picture
    29,060 on at
    RE: Duplicate Contacts in Dynamic Marketing List

    Hi Jen,

    Could you please clarify what you mean by duplicate?

    If a contact has existed in a marketing list and you add it into the list again, it will not be shown as two records in the member list.

    Unless there are two duplicate contact records in the contact entity itself, the situation you describe would not occur.

     7242.pastedimage1626248490893v1.png

    For this case, it is recommended to select the records you think are duplicates and click the Merge button.

    The records can be merged into one.

     7571.pastedimage1626248496659v2.png

    1651.pastedimage1626248505576v3.png

    3731.pastedimage1626248512299v4.png

    To know more about merge, please refer to:

    Merge duplicate records in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

     

  • Community Member Profile Picture
    on at
    RE: Duplicate Contacts in Dynamic Marketing List

    I didn't think that was possible.  You have the same contact record showing twice or the same person recorded on different contact records?

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