Merging Duplicate Records in Microsoft Dynamics CRM
Duplicate records happen to the best of us, no matter how well-defined our data management procedures. Merge the records instead of deleting them.
Duplicate records happen to the best of us, no matter how well-defined our data management procedures. Merge the records instead of deleting them.
Table of Content
Duplicate records happen to the best of us, no matter how well-defined our data management procedures. And deleting those extra records could cause issues such as losing connections, data and links throughout your system.
Instead of deleting, consider merging your duplicates instead. This allows you to retain information from both of the records (including connections to other records) as well as maintaining the activity history for both records. When the merge is complete, one of the records will be deactivated, leaving you with just one record that contains all of the data.
———
If you need assistance in cleaning up your database (including merging duplicate records), please contact SBS Group today at (888) 725-2555 or at info@sbsgroupusa.com.