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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Finding doubled compan...
Customer experience | Sales, Customer Insights,...
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Finding doubled companies ?

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Posted on by Community Member

Good morning Dynamics Community ;)

some of our sales managers reported to me, that we habe several double compynies in our Dynamics 365 Sales system.

Our Dynamics 365 is connected via a Scribe connector to our ERP System.

Normally there should be a constant sync between the two systems.

But something seems to work wrong !

Now i want to find out, how many doubled companies we have in Dynamics ?

Could anybody give me a hint, how i can feed the extended search to find all doubled companies ?

netgo.jpg

Greetings from germany

Markus

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  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at
    RE: Finding doubled companies ?

    Hi,

    You cannot do a count in Advance in Find neither you can check for duplicates in filters.

    I would recommend using Duplicate Detection job to find out duplicates.

    Here is how to do this:

    https://docs.microsoft.com/en-us/power-platform/admin/run-bulk-system-jobs-detect-duplicate-records

    Or the easiest way is to export all accounts to Excel and do a duplicate check (or count) in Excel.

    Furthermore, you can create a report, here are the steps:

    • Go to Reports and create a new report.
    • Click on Report Wizard option.
    • Select Start a new Report and click Next.
    • Fill in Report Name and select Account as primary record type and click Next.

    pastedimage1597134388079v1.png

    • Fill in the filters (i'm leaving blank for this purpose).
    • Click on "Click here to add a grouping" and select Account Name field set Summary Type to Count.

    pastedimage1597135776144v3.png

    • Then click on "Click here to add a column" select Account Name again. This is how it looks:

    pastedimage1597135911658v4.png

    • Save the report and run.

    Here are the results:

    pastedimage1597135942935v5.png

    Best,

    Wahaj

    (if it helps, mark this answer as verified)

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Finding doubled companies ?

    Thanks a lot for your fast help ;)

  • Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at
    RE: Finding doubled companies ?

    Pleasure is all mine :)

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