Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

D365 Deduplication Tools

(0) ShareShare
ReportReport
Posted on by 35

Hi Everyone,

We have a fairly sizeable issue with duplicated contacts due to older (unmanaged) data being brought through during migrations. We have identified that a good number of these have the same primary email address which helps us isolate these records, but are there any tools out there that will help us deduplicate these records and set rules around which of the two (or more) records?

We've looked at MXToolbox and haven't seen anything which quite meets our needs. 

Advice and pointers very much appreciated!

Thanks!

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    RE: D365 Deduplication Tools

    Hi David Service,

    Below are links that might solve your problem:

    1. Detect duplicate data in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs
    2. Create duplicate detection rules in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs
    3. Sample: Merge two records | Microsoft Docs
    4. Merge Contacts in Dynamics CRM using C# - Stack Overflow

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

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

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans