Resolve potential duplicate records found in a duplicate-detection job

Can I do this task?

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

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:
   • View the record. To view the contents of a record to help you decide what to do, double-click the record.
   • Edit the record. On the Actions toolbar, click More Actions, and then click Edit.
   • Deactivate the record. On the Actions toolbar, click More Actions, click Deactivate, and then in the confirmation dialog box, click OK.
   • Merge the records. On the Actions toolbar click the Merge button .

     If you want the record in the top list to be the master record The record that stays active when records are merged. Data from the subordinate record is added to this record., click Automatically.

     - OR -

     If you want to choose the master record:

     1. Click Select Master.
     2. In the Merge Records dialog box, select which record to make the new master record.
     3. 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.
     4. When you are ready to merge the two records, click OK.

     When you receive the message The selected records are merged and the subordinate record is deactivated, click OK.

   • Delete the record. On the Actions toolbar, click the Delete button . 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
• If you enter a duplicate record within a few minutes of entering the first record, Microsoft Dynamics CRM Online will not detect the duplicate record. The matchcodes Codes created for every record that a duplicate-detection rule might apply to, used as part of the process of detecting duplicates. for new and updated records are created every five minutes, rather than as a record is created.
• 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.