Merge Duplicates
The Merge Duplicates button allows CRM users to instantly merge multiple selected records directly from any Dynamics 365 grid, and duplicate detection runs.
This gives business users real-time control over data cleanup while DeDupeD ensures that relationships, history, and integrity are preserved.
What this feature solves
Native Dynamics 365 allows users to merge only one duplicate pair at a time.
DeDupeD’s Merge Duplicates button removes all those limitations:
You can now:
Select up to 10 records
Merge them even if they were not flagged as duplicates
Control which record becomes the Master
Control field-level data survival
Preserve all relationships, activities, files, and history
All in one controlled workflow.
How to Merge Records Using “Merge Duplicates”
Step 1 – Select the records
Go to any configured entity view (Contacts, Accounts, Leads, etc.) Select all records you want to merge using the checkboxes.
Example:You select 5 Contact records.
Step 2 – Click “Merge Duplicates”
From the command bar, click: Merge Duplicates
DeDupeD will detect that:
“These records were selected manually and may not be identified as duplicates…”
Click Yes to proceed.
This gives users full freedom to clean data even when native duplicate rules are incomplete.
Step 3 – Review & Select the Master Record
The DeDupeD merge screen opens.
You will see:
One Suggested Master
All other selected records displayed side-by-side
Choose the record that should become the Master — this will be the surviving CRM record.
The Master will keep:
All relationships
All activities
All history
All connected records
Step 4 – Choose which field values to keep
For every field (Name, Email, Address, Phone, etc.) you can:
Select values from different records
Or use “Select all fields” from one record
This gives you field-level control, which native CRM does not provide.
Step 5 – Finish the merge
Click Finish.
DeDupeD shows a confirmation:
The selected relationships will be merged into the master record and duplicates will be deactivated.
Click Continue.
The merge begins.
Step 6 – Background merge of relationships
You will see a message:
“Related records are being merged in the background…”
DeDupeD now:
Reassigns activities
Moves opportunities, cases, quotes, etc.
Reconnects emails, notes, files
Deactivates duplicate records
All without breaking data.
Step 7 – Verify the result
Open any of the duplicate records.
You will see:
“This record has been merged with [Master Record]”
The duplicate is now:
Inactive
Fully merged
All its data moved to the master
Step 8 – Audit & reporting
Every merge is logged in DeDupeD Job Runs.
You can see:
How many records were processed
How many duplicates were merged
Which master record was created
When it happened
Who executed it
This gives IT and Compliance teams full visibility.
For further queries, reach out to us at [email protected]
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