When Importing Data In MS CRM 365 Duplicate Record Automatically Created

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Posted on by Asif Shaikh

Hello,

While Importing Data IN CRM 365 Duplicated Record Is automatically Created, I don't want when I'm uploading data in CRM ,only what I want to change only those field have to be updated in Bulk data Uploading I,e I want to update in my account entity 100 records Description records are updating however duplicated record also displaying in account pls suggest for same. .

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If I understand correctly, you imported a csv or excel file using the import wizard right? You see new records getting created instead of existing records being updated?

My question is how did you create the imported file? There are two things to keep in mind, if what you are importing are all new records, then you can create the xlsx or csv file with the appropriate format and import it, on the other hand, if you need to update existing records in addition to creating new ones, you should start with an exported excel file from crm and add your new records to the bottom of of the record list. This way, what needs to be updated will be updated, what needs to be created will be created

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LuHao 40,892 on at

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Hi Asif,

Do you have duplicate detection rules enabled?

If not, D365 does not detect duplicate records, which will create duplicate records when importing records.

If you want to turn on duplicate detection rules, follow these steps:

Go to Advanced Settings > Data Management > Duplicate Detection Rules.

Select the rules for Account and click the Publish button.

If you need to create a new duplicate detection rule, click the New button to create it.

After you publish the duplicate detection rules, then import accounts, duplicate records will not be created.

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LuHao 40,892 on at

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Hi partner,

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Thanks. :)

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