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Microsoft Dynamics CRM (Archived)

duplication rules and jobs and setting

Posted on by Microsoft Employee

duplicat.PNG

Hi Everyone 

i can't understand what duplicate detection and Bulk Record Deletion  at all can any one explain  to me please or Give me links ???

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  • Verified answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: duplication rules and jobs and setting

    In addition to that you can refer

    www.youtube.com/watch

    www.youtube.com/watch

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: duplication rules and jobs and setting

    Hi MahmoudNazzal,

    Duplicate Detection: As the name suggest, it works based on certain rules to detect the duplicate. For E.g. if you have a rule which says email id for contact then whever you create a record, it will check if the there is a record with that email id, if yes then it will prompt you saying there are duplicates. The same rules can be run on demand as well i.e. you can select some records and click on "Detect Duplicate" which will in turn run a duplicate detection job and identify duplicates.

    Bulk Record Deletion: Again as the name suggest, this is a functionality used to delete the records based on certain criteria. For example, if you want to delete all record where city is Redmon, you can do with this. This will trigger a job which tuns in background and delete the record based on that criteria.

    You can refer the below article for more details- crmbook.powerobjects.com/.../keeping-data-clean-in-microsoft-dynamics-crm

    Hope this helps.

  • Verified answer
    gdas Profile Picture
    gdas 50,085 on at
    RE: duplication rules and jobs and setting

    Hi Mohamoud,

    Duplicate Detection Rule is the way to detect the duplicate record and give warning message to end user . Now when you want to delete huge data based on some condition with async process you may go with Bulk Data Deletion.

    Check here for duplicate detection -

    www.catapulterp.com/bad-data-ends-mastering-art-crm-duplicate-detection

    www.marksgroup.net/.../dynamics-365-duplicate-detection-rules

    www.marksgroup.net/.../dynamics-365-duplicate-detection-jobs-merging-records

    Check here for bulk record deletion -

    crmtipoftheday.com/.../bulk-delete

    www.crmcs.co.uk/.../using-bulk-delete-in-crm.aspx

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: duplication rules and jobs and setting

    Hi MahmoudNazzal,

    This article discusses the tools in Dynamics 365 for managing duplicate records and bad data, including Duplicate Detection Rules and Bulk Record Deletion.

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