web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Bulk Deleting Merged D...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Bulk Deleting Merged Duplicate records in Dynamics 365 CRM

(0) ShareShare
ReportReport
Posted on by Zii 45

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

I have the same question (0)
  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at

    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:

    pastedimage1611794330027v1.png

    Go to bulk record deletion

    pastedimage1611794379994v2.png

    Click new:

    pastedimage1611794419934v3.png

    IN Bulk Deletion Wizard, give your input - it might be something like this. You can add modifiedon filter if needed

    pastedimage1611794526075v4.png

    Put a time to run..even just after a min..

    pastedimage1611794561412v5.png

    And the job will delete the inactive records.

    Thanks,

    Prateek

  • Community Member Profile Picture
    Community Member on at

    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.

    pastedimage1611813029958v1.png

    pastedimage1611813342977v2.png

    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.

    pastedimage1611813979962v4.png

    pastedimage1611813939757v3.png

    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.

    pastedimage1611815081253v5.png

    Wait several minutes and refresh current view, you will see following screenshot:

    pastedimage1611815265031v6.png

    Then you can set 'copy Merged equal yes' and 'copy Masterid contains data' as filter.

    pastedimage1611815741133v8.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,512 on at

    Hello Partner,

    pls read this article,

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

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/178318/how-to-delete-merge-duplicate-contacts-in-ms-online-crm

     you can also refer this article,

    https://www.toplineresults.com/2020/04/cleaning-up-duplicate-records-in-dynamics-365/

    https://www.xspdf.com/resolution/52133246.html

  • Zii Profile Picture
    Zii 45 on at

    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

  • Community Member Profile Picture
    Community Member on at

    Hi Prateek,

    The following is two new fields screenshot:

     pastedimage1611883755810v1.png

    pastedimage1611883782785v2.png

    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.

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

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 55 Super User 2025 Season 2

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 27 Most Valuable Professional

#3
Soundari Profile Picture

Soundari 15

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans