Address Merge Criteria
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When merging addresses in Dynamics 365 CRM, having control over how address data is consolidated is crucial for maintaining accurate and meaningful records. The Address Merge Criteria feature provides a range of options to tailor how addresses from duplicate records are merged into a master record. In the following sections, you'll explore various merge types, each offering unique behaviours—whether it's saving all addresses, selecting the most complete data, prioritizing based on specific fields, or considering creation and modification dates. These options ensure flexibility and precision in managing address data for Account, Contact, and Lead records.
Follow the steps below to define address merging criteria in your CRM:
Navigate to DeDupeD App -> Entity Configuration and select your desired Entity Configuration Record, and then go to the “Merge Settings” tab and click on “+ New Address Merge Criteria”.
This will open up an ‘Address Merge Criteria’ quick create form, where we need to fill in the following details:
Name: Give a unique name to the "Address Merge Criteria”. Here we will give the name ‘Contact address merge criteria’.
Address Merge Columns: Add the address columns that you want to merge based on the Address Merge Type.
Address Merge Type: Select your desired “Address Merge Type” based on which you will be able to merge address columns. Here we will select the “Most Complete Address”. You may choose from one of the following:
Add all addresses: By selecting this merge type, all addresses from the subordinate records will be saved with the selected fields in the "Address Merge Columns" field. Consequently, all addresses will be stored in the "Customer Address" entity for Account and Contact records. This merge type is not available for the Lead Entity.
Most Complete Address: When this merge type is selected, the record with the maximum field values for the selected columns in the "Address Merge Columns" field will have its values updated in the master after merging the duplicate group.
Priority Column: Upon selecting this merge type, an additional field named "Priority Column" will become visible. Once the user selects their desired priority column, the field values of selected column from the first record that contains a value in the priority column will be updated in the master.
Recently Created: If this merge type is selected, the address values in the master record will be set from the most recently created record.
Oldest Created: If this merge type is selected, the address values in the master record will be set from the earliest created record.
Recently Modified: If this merge type is selected, the address values in the master record will be set from the most recently modified record.
Oldest Modified: If this merge type is selected, the address values in the master record will be set from the earliest modified record.
Preserve Additional Addresses: On enabling this field, the address values from subordinate records will be added to the master record’s "Customer Address" entity. If the "Preserve Additional Addresses" field is toggled to "Yes," the field values from the other records will be saved in the "Customer Address" entity for both Account and Contact records. Conversely, if "Preserve Additional Addresses" is toggled to "No," the field values from the other records will not be saved.
Note: The "Preserve Additional Addresses" field will not be available for the Lead Entity.
Once the required fields are filled in, click ‘Save and Close’.
Now your Address Merge Criteria will be successfully configured.
To see the result of this configuration, click here.
