For every organization, maintaining clean and up-to-date data on customers, members, events, and activities, among other things, is important for using your CRM system. Microsoft Dynamics CRM uses duplicate detection to help you achieve this goal.
Although you can configure CRM to automatically detect duplicates as they are created or imported as you are going along in your day-to-day activities, users and staff can ignore these warnings, which may lead to a number of duplicates in your system. Therefore, it is important to periodically run a Duplicate Detection Job to find any duplicate records within your system.
In order to run a Duplicate Detection Job, a corresponding Duplicate Detection Rule must be setup and published first. For directions on setting up Duplicate Detection Rules, navigate to this article.
After you have set up your rules and published them, you can use the Duplicate Detection Jobs functionality to create and monitor jobs that will run based off the rules you've created to find any duplicate records within your system.
To navigate to Duplicate Detection Jobs, navigate to Settings > Data Management > Duplicate Detection Jobs.
2. Click New.
This will open up the Duplicate Detection Wizard.
3. Click Next.
4. Select the entity in the Look For: box for which you want to find duplicates.
You can also use this page to further narrow down the records you are checking, but for this example, we will use all contact records in the system.
5. Click Next
6. On the following page, edit the name of the job you are running.
The name is automatically set for you, but you can change it to whatever you would like.
You can also select a start time and date for the job to run, as well as if you want the job to run automatically after a certain time period.
You can also have the job notify you or other users when it is complete.
7. Click Next
8. Click Submit
This will close the window, and you can then monitor the job in the Duplicate Detection Job view.