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Hello,
We have more than 2000 contacts which were duplicate and were merged. I did read about deleting merge contacts in CRM but did not found any concrete result.
Is there a way for me to find and bulk delete this inactive merged records together and not deleting them one by one using data management rules.
Thanks,
Zii
Hi Prateek,
The following is two new fields screenshot:
For second and third question:
Yes, workflow and using two new fields as filter are just like screenshot shown.
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Hi Leah Ju,
Thanks for responding on this. I am not sure I understood this 'So you can create two new fields(one type is two options and another is lookup), then add them to form and view you need, and use workflow to copy their value to paste to new fields, then you can use two new fields value as condition to filter merged records'
1. Can you tell me what were the fields you created? or share a screenshot? Like one was Merge contact = yes and no and what was the other field?
2. Use workflow to copy their value to paste to new fields? - Is this the screenshot you shared?
3. then you can use two new fields value as condition to filter merged records? - again is the as above screenshots?
Thanks,
Zii
Hello Partner,
pls read this article,
https://www.marksgroup.net/blog/dynamics-365-duplicate-detection-jobs-merging-records/
you can also refer this article,
https://www.toplineresults.com/2020/04/cleaning-up-duplicate-records-in-dynamics-365/
Hi Prateek,
Once you merge, through the CRM UI, advanced find, there is no flag of this except the deactivated record.
In fact, CRM has two fields: Merged and Master ID actually, but those fields are mainly for internal user, CRM did not expose it out.
So you can create two new fields(one type is two options and another is lookup), then add them to form and view you need, and use workflow to copy their value to paste to new fields, then you can use two new fields value as condition to filter merged records.
Go Settings > Process to create an on-demand workflow.
Save and Active the workflow.
Test:
I merged these two contact records, then i go to inactive view to select all contacts and expand flow to run the workflow just created.
Wait several minutes and refresh current view, you will see following screenshot:
Then you can set 'copy Merged equal yes' and 'copy Masterid contains data' as filter.
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Hi Zii,
There are multiple reasons not to delete records in CRM rather just deactivate them. It prevents the history, maintains the Audit, and enables to go you back to check if some information was missed.
Also, deletion of inactive records isn't necessary - you can just hide them from all the views.
Having said that, you can always write bulk deletion job to delete inactive record...something like this:
Go to Setting->data management:
Go to bulk record deletion
Click new:
IN Bulk Deletion Wizard, give your input - it might be something like this. You can add modifiedon filter if needed
Put a time to run..even just after a min..
And the job will delete the inactive records.
Thanks,
Prateek
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