Microsoft Dynamics CRM Online Help

Resolve potential duplicate records

Can I do this task?

  1. To view the potential duplicates, after the duplicate-detection job completes, in Workplace, under My Work, click Duplicate Detection.
  2. Open your duplicate-detection job.
  3. Under Related, click View Duplicates.

    The top list displays all records that have potential duplicates. When you select a record in the top list, the bottom list shows all the potential duplicates for that record.

  4. In the top list of records that may have duplicates, select a record.
  5. In the list of potential duplicate records, for each potential duplicate record found, select the record, and then do any of the following actions:

    Action

    Do this

    View the contents of a record to help you decide what to do

    Double-click the record.

    Edit the record

    On the Actions menu, click Edit.

    Deactivate the record

    1. On the Actions menu, click Deactivate.
    2. In the confirmation dialog box, click OK.

    Merge record by using the record in the top list as the master

    1. In the Records group, click Merge.
    2. Click Automatically.

    Merge record by choosing the master record

    1. In the Records group, click Merge.
    2. Click Select Master.
    3. In the Merge Records dialog box, select which record to make the new master record.
    4. Select the fields from each record that you want to include in the master record. Fields that are shaded will overwrite the corresponding unshaded field during the merge operation.
    5. When you are ready to merge the two records, click OK.
    6. When you receive the message The selected records are merged and the subordinate record is deactivated, click OK.

    Delete the record

    1. On the Actions toolbar, click the Delete button Delete button.
    2. In the Select Delete or Deactivate dialog box, click Delete, and then in the confirmation dialog box, click OK.
  6. When you have finished resolving duplicates, click Close.

Notes

  • Your system administrator or system customizer determines the criteria for identifying a record as a potential duplicate. More information: Requesting User Interface Changes
  • To refresh the list of duplicate records, you must run a new duplicate-detection job:
    • After a record has been merged or deactivated, the record is still displayed on the bottom list.
    • You can use the Modified On column to determine whether a record was modified after the duplicate-detection job was run.
    • After a record has been deleted, merged or deactivated, the record is still displayed on the top list.

Related Topics

Work with Duplicate-detection Jobs

Avoiding Duplicate Records

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