DUPLICATE DETECTION AND MERGING OF RECORDS IN DYNAMICS 365
When we create and update records, we often get a pop-up message to ignore and save. To maintain integrity MS Dynamics 365 includes default duplicate detection rules and Jobs. These rules are automatically turned on for accounts, contacts, and leads, but not for other types of records. For other record types, we must create a new rule. MS Dynamics 365 also allows users to merge duplicate records of accounts, contacts, and leads so that the most current user-entered information can be merged with one of the detected duplicate records.
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