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Microsoft Dynamics CRM (Archived)

Duplicate Detection

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Posted on by

I have run duplicate detection jobs on our contact and account records.

The revealed about a thousand duplicates of each type.

The way the duplicates are displayed is very unhelpful.

They were displayed 12 per page, and there was no way of determining how many duplicates were found, without a time-consuming scroll through about 100 pages.

Even if I could see all duplicates found in one long page, the process of dealing with them all would be very long and time-consuming.

Firstly, is there a better way of seeing the duplicates (more than 12 at a time) along with the total number found?

Secondly, is there a method of bulk merging duplicate contact and account records

in MS CRM 2011?

viewing_5F00_duplicates.PNG

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  • Suggested answer
    ScottDurow Profile Picture
    23 on at

    Hi,

    The very nature of duplicate detection is that you've got to look at each record that has been matched to one or more others and check that it's a duplicate and merge manually taking the correct values from the master or the merged record.

    You can't do this in bulk because there is no way of automatically resolving these kind of issues. See msdn.microsoft.com/.../gg309427.aspx

    If you wanted to do this kind of thing in bulk you would need to export your data into some external data quality tool and then create an automatic merge routine using the SDK webservices. You can merge a record making a call to msdn.microsoft.com/.../microsoft.crm.sdk.messages.mergerequest.aspx

    Hope this helps!

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