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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
    RE: 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

    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
    RE: 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

    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
    RE: 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

    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
    RE: 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

    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
    RE: 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

    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
    RE: 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

    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
    RE: 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

    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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