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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / D365 Deduplication Tools
Customer experience | Sales, Customer Insights,...
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D365 Deduplication Tools

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Posted on by David Service 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 12,085 Moderator 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/.../

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