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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 “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.
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.
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. “You're not sure if this is a new record (one that happens to have the same name as an existing contact) or a duplicate, so you click Save.” Next, you go to the My Active Contacts list and see that now you have two records with the same name. After reviewing the records, you determine that they're duplicates that need to be merged.
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