Advanced Master Deciding Rule

The Advanced Master Deciding Rule feature in Dynamics 365 CRM empowers System Administrators to define intelligent rules for selecting master records when handling duplicate data. With this feature, administrators can create customized master deciding rules for any entity, specifying criteria such as key data fields and conditions to determine which record should be retained as the master.

By leveraging this feature, organizations can ensure data accuracy, consistency, and streamlined record management, eliminating duplicate-related errors and enhancing overall CRM efficiency. Ideal for businesses looking to improve duplicate management and maintain a clean, reliable CRM database.

To configure the Advanced Master Deciding Rule, click here.

Apply Multiple Rules for Master Selection automatically

Once the rules are set, it automatically starts evaluating existing duplicate records in the DeDupeD Tool, Scheduler, Auto-merge, or DeDupeD Interface.

For now, let’s focus on the DeDupeD Tool.

A duplicate record is assigned scores according to the satisfied master deciding rules. With each rule that satisfies the duplicate, each rule’s score is added. The duplicate with the highest score is selected as the master.