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Duplicate Detection & Merging in Dynamics CRM:

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#duplicatedetection

#ignoreandsave

#mergebutton

#prompt

#recordmerging

Dynamics 365 Sales

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Nov 16, 2022

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  • The article discusses the functionality of duplicate detection rules in Microsoft business applications like Dynamics 365.
  • Duplicate detection rules can be set to either not allow duplicates or allow duplicates but prompt for duplication.
  • If any duplicate records are detected, the system will prompt the user with an option to click on "Ignore and Save" to continue saving the record.
  • To merge records, the user needs to select more than one record and enable the Merge button.
  • The user can select a primary record with which other records will be merged.
  • When the user clicks on "OK", the primary record will be retained while the secondary record will be deactivated.

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