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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archive) / Clean Duplicates
Microsoft Dynamics CRM (Archive)
Suggested answer

Clean Duplicates

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Posted on by Crownd 35

Hi there!

What is the best way to clean lots of duplicate Contact/Lead entries in Dynamics 365?  
I can easily detect all the duplicate entries when exporting all leads/contacts into an (online) excel file. I created a temporary boolean field "isDuplicate" to flag all records that were duplicates.
However, when trying to import them back into dynamics i can not update the records as i throws me an error for wanting to import duplicates...

Is there any better way to clean/delete multiple duplicate records?

I also tried using OOTB function of dynamics to detect duplicates, however, this only allows to merge/delete records one at a time which would take for ever in our case.
(Moreover, the Interface for this funcitonality looks like it is from 1995...)

Best Regards
Matthias 

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  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Moderator on at
    RE: Clean Duplicates

    If you enable the allow duplicates while importing then it will create duplicate records.

    As naveen said, you can use power automate to delete records.

    Which means, During import allow duplicates and after import complete you can run the power automate to delete the record.

    First try on existing record once it works then import and run the power automate.

    Instead delete you can try the Merge Request class as described in below link:
    https://sureshmaurya.me/2021/06/13/record-merging-and-merge-tracking-in-depth-in-microsoft-dynamics-365/

  • Crownd Profile Picture
    Crownd 35 on at
    RE: Clean Duplicates

    I'll attach the screenshot to this message. It is in German unfortunately, but it essentially says that the lead could not be imported/updated since there exists a duplicate.

    However, what would happen if I allow duplicates while importing, I would not want to create even more dups in my system?

    Best Regards

    Matthias

  • Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,392 Moderator on at
    RE: Clean Duplicates

    can you share the screenshot of the error while importing? I believe we can allow dups in the system while import

  • Crownd Profile Picture
    Crownd 35 on at
    RE: Clean Duplicates

    Hi Naveen!

    thanks for the fast reply and your input.

    This would seem like a nice way to go about it, but, unfortunately, we do not have a license for power automate.

    And i would assume a CRM the size of Dynamics should have some sort functonality do deal with multiple duplicate records

    Best Regards

    Matthias

  • Suggested answer
    Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,392 Moderator on at
    RE: Clean Duplicates

    Hi Matthias,

    You can use power automate to do this job for you. Here are the link:
    technologyblog.rsmus.com/.../
    https://powerusers.microsoft.com/t5/Power-Automate-Community-Blog/Delete-duplicate-records-items-from-Dynamics-365-CRM-CDS/ba-p/334853

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