Do you merge Accounts or Contacts when you see duplicates?
27/03/2018 10:00 AM by
It’s easy for any CRM system to fill up with duplicate records since people often forget to check if something exists before adding it, or if you have a web form that connects directly, someone may sign up more than once if they forget that they already have
Luckily, it’s very easy in Dynamics 365 to merge duplicates. All you have to do is select the 2 records, and hit the merge button. You can then choose which fields to keep from each record and the subordinate record is deleted.
- Figure: Bad Example – a developer would not know which record to use to track timesheets against
- Figure: Good Example – records merged to remove duplicates
Do you feel this rule needs an update?