Skip to main content

Notifications

Announcements

Join us in the Community for an AMA: December 12th Register Today
News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to remove duplicat...
Microsoft Dynamics CRM (Archived)

How to remove duplicate records in CRM

(0) ShareShare
ReportReport
Posted on by windyMill 435

Hi All, 

In opportunity enity some records are duplicate. So how I can identify thoes records and delete it in bulk. Records were created from workflow.

In opportunity detect duplicate is enalbled but it is not working.

I looked in Data Mangement --> Detect duplicate rule  it didnt worked.

I also in data management --> Duplicate system jobs but in this I cant add more fields so that i can sure these are duplicate records.By default 5 opportunity records are showing.

Kindly Suggest .

*This post is locked for comments

  • Verified answer
    Inogic Profile Picture
    Inogic 24,088 on at
    How to remove duplicate records in CRM
    Hi,

    The OOB Duplicate Detection Rules only detect duplicates generated on UI and on platform level. So, when duplicate records are generated using the workflow, the duplicate detection rules are ineffective.
    But no worries!
    I will recommend using a deduplication solution, which can help you detect duplicates regardless of where they were generated from. One such solution is the DeDupeD App by Inogic, which can help you easily detect, prevent, and merge/clean up duplicate records, whether they are generated from the UI, platform level, or workflow.
    With the DeDupeD app’s “Clean-up History Duplicate Records in Bulk” feature, users can run a comprehensive duplicate clean-up process that identifies and merges duplicate records in bulk.
    Detecting and cleaning up the “N” number of duplicate opportunity records in bulk is made simple with DeDupeD.
    Download your free 15-day trial from the Inogic website or Microsoft AppSource to get started!
     
    Thanks!
  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: How to remove duplicate records in CRM

    Can you please explain what issues do you experience with limited number of columns?

  • windyMill Profile Picture
    windyMill 435 on at
    RE: How to remove duplicate records in CRM

    Thanks .

    I run the duplicates jobs but it has limited number of coloumns

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: How to remove duplicate records in CRM

    Hello,

    Just FYI duplicate detection works in UI and on platform level if "cehck for dups" flag is set in request. When record is created using workflow - this flag is not set.

    I would recommend to run duplicate detection job and deliver results to email. After that you will have to go through results and manually delete records.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join us in the Community for an AMA: December 12th Register Today

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templates⚡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,188 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,030 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans