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Microsoft Dynamics CRM (Archived)

how to find and export all the duplicate records in the system based on multiple fields like, Same mobile number,Email id etc required fields

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Posted on by 651

Hi,

how to find and export all the duplicate records in the system based on multiple fields like, Same mobile number,Email id etc required fields

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    Here is what google brought me - there is a feature called "Duplicate Detection" - www.marksgroup.net/.../dynamics-365-duplicate-detection-jobs-merging-records

  • Integration Profile Picture
    651 on at

    Hi,

    I need to export them into excel or pdf before merging them on the go.

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Try to use XrmToolbox and following plugin from it - community.dynamics.com/.../generate-excel-report-for-duplicate-records-in-dynamics-crm-for-bulk-merge

    Good luck.

  • Integration Profile Picture
    651 on at

    This plugin is not showing available to install in xrm tool box.Is it because we are using 2016 on premise version.

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    I see this plugin in Plugin Store and I can install it.

    Try to check "Use Legacy Plugins Store" under "Display Options".

  • Community Member Profile Picture
    on at

    I also cannot locate or download the Duplicate Detection Report for Bulk Merge in the XrmToolBox plugins store. 

  • Verified answer
    CamParker Profile Picture
    180 on at

    I realise that this is an old thread, but there is a plugin available in XRMToolbox called Deduplicator which I've found quite handy to export duplicates.

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