Microsoft Dynamics CRM (Archived)

How can I remove duplicates in Dynamics CRM?

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Posted on by Community Member

I want a custom filed of Account to be unique. So I need to remove the duplicate record.

Can you tell me easy ways to approach this?

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Aileen Gusni 44,524 on at

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Hi,

For the easier way, you can use Duplicate Detection:

Go to Settings --> Data Management, and find Duplicate Detection Rules, create your detection rules:

Set the field criteria that you want.

Save it and publish to activate.

Then, go to Account view, and run your duplicate detection

After that, you go to the Duplicate Detection Job (Settings --> Data Management)

Then see the duplicate detection job, then you will see the potential duplicate record:

Then, you can delete the Potential duplicate record, you can see the X ribbon.

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Aileen Gusni 44,524 on at

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If you are using onPremise and need complicated filter criteria, what I did last time is I create a SQL Query then I update a flag field isduplicate to 1, then I use Bulk record deletion job in CRM by deleting records with flag isduplicate = 1 or Yes.

This is unsupported and only works for OnPremise, but this is faster, yet more complicated.

Hope it helps!

Thanks.

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Community Member on at

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We using the new power Apps. how can I run the duplicate seacht there

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Betty Well 5 on at

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iMyMac's Mac Cleaner can help you find the duplicateVideos, Music, Images, Documents...and to clean up.And iMyMac's Mac Cleaner software is free to use!

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Community Member on at

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Custom fileds are not supported with the default functionality. You might want to have a look at www.duplicate-detection.com (Certified Microsoft ISV add-on)

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Mohammed Fakhri 402 on at

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Hi Aileen,

This only removes one duplicate record at a time. What if we need to remove all duplicates at once? Is it even possible?

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Anandhcrm on at

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You have to do manually. Otherwise, you can create a c# console application, search for each distinct emailaddress, then delete the records.

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