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Merge duplicate records for accounts, contacts, or leads
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This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client. If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. For the Power Apps version of this article, see: Merge duplicate records “Duplicate records can creep into your data when you or others enter data manually or import data in bulk.” For example, let's say you enter a contact record, Jim Glynn, along with a mobile phone number. The duplicate detection rule discovers that you already have a similar record, and displays this dialog box.
This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client. If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. For the Power Apps version of this article, see: Merge duplicate records “Your administrator may also set up duplicate detection rules for other situations.” For example, let's say you enter a contact record, Jim Glynn, along with a mobile phone number. The duplicate detection rule discovers that you already have a similar record, and displays this dialog box.
This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client. If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. For the Power Apps version of this article, see: Merge duplicate records “When you merge a record any related or child records will also be merged.” For example, let's say you enter a contact record, Jim Glynn, along with a mobile phone number. The duplicate detection rule discovers that you already have a similar record, and displays this dialog box.