# Find Duplicates Based on Related Entity Fields in Dynamics CRM

**Related Entity Data Deduplication** allows you to identify duplicate records not only based on fields within the same entity but also using data from linked (related) entities.

In Dynamics 365 CRM, many important data points, such as Company Name (Account), Parent Account, or Lookup fields, are stored in related entities. Traditional duplicate detection rules only compare fields within a single record, which means duplicates connected through relationships often go unnoticed.

**With Related Entity Duplicate Identifiation in Dynamics 365 CRM, you can:**

* Use fields from related entities (via lookup relationships) in matching rules
* Apply duplicate matching technique (for example, fuzzy matching) to handle variations in related data
* Detect hidden duplicates across relationships, not just within records

**Example:** Consider the following two Contact records:

<table data-header-hidden><thead><tr><th valign="top"></th><th valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top"><strong>Contact Name</strong></td><td valign="top"><strong>Email</strong></td><td valign="top"><strong>Company (Account Name)</strong></td></tr><tr><td valign="top">John Smith</td><td valign="top"><a href="mailto:john.smith@email">john.smith@email</a>.com</td><td valign="top">ABC Pvt Ltd</td></tr><tr><td valign="top">J. Smith</td><td valign="top">jsmith@email.com</td><td valign="top">ABC Private Limited</td></tr></tbody></table>

\
At first glance:

* Names are slightly different
* Emails are different

Traditional duplicate rules may not flag these as duplicates

However:

* Both contacts are linked to the same company (with a slight variation in name)

**Using Related Entity Deduplication:**

* The system compares Account Name (from the related entity)
* Applies fuzzy matching
* Identifies that:

·       “ABC Pvt Ltd” ≈ “ABC Private Limited”

Result: These records are correctly identified as potential duplicates

**Detect Duplicates from CRM UI**

1. Go to **Contacts**
2. Select a **record**
3. Click **Show Duplicates**

The system will now detect duplicates based on:

* Related Account Name
* **Fuzzy logic**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FXn2Moo5QnhXVBOHutYAC%2FRE_Config_10.png?alt=media&#x26;token=ade4dc66-0e1e-4327-b928-2db2b850756d" alt="Related Entity Data Deduplication in Dynamics 365 - Implementation"><figcaption></figcaption></figure>

**Review & Merge Records**

Inside the duplicate dialog:

* View:
* Full Name
* Account Name
* Created/Modified Date

Options:

* Merge
* Exclude
* Cancel

Best Practice:

* Choose the most complete record as Master
* Merge duplicates into it

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fa2piuDpUaxtW2zGwCMPS%2FRE_Config_11.png?alt=media&#x26;token=781a5092-c7e5-4789-8ba3-942161d8aadf" alt="Related Entity Data Deduplication in Dynamics 365 - Implementation"><figcaption></figcaption></figure>

**Bulk Deduplication via DeDupeD Tool**

For large datasets:

1. Open DeDupeD Tool
2. Select:

&#x20;       **Entity → Contact**

&#x20;       **View → Active Contacts**

3. Click **Find Duplicates**

You can:

* **View** duplicate groups
* **Assign Master** Record
* Perform **Bulk Merge**
* **Export** duplicates

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fxw858egXiw9aVLnT7vho%2FRE_Config_12.png?alt=media&#x26;token=06ae5dc5-6cb9-494e-8752-af1a3fed2383" alt="Related Entity Data Deduplication in Dynamics 365 - Implementation"><figcaption></figcaption></figure>

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}
