Merge Rules

Merge Rules in DeDupeD for Dynamics 365 CRM

The Merge Rules feature in DeDupeD for Dynamics 365 CRM enhances data deduplication with intelligent, rule-based automation. It allows administrators to define custom conditional filters for both master and subordinate records, giving organizations precise control over merge decisions.

Using FetchXML-based custom business rules, administrators can automatically determine whether records should be merged, flagged for review, or denied, instead of relying solely on system-default logic.

A configurable fallback merge action ensures consistent results by defining a default action (Merge, Review, or Deny) when no rules are met, preventing duplicate records from remaining unprocessed.

To configure the merge rule, click here.

The user can select the records for merging as given below:

DeDupeD Job Runs:

Once the job run is over, it’s result will be stored in DeDupeD Job Runs as given below:

DeDupeD Job Runs Result:

The Job Results sub-grid will display:

• Name: name of the job run record. This usually takes the name of the master record

• Record URL: URL of the master record

• Duplicate Count: number of total subordinate records

• Merge Count: number of merged subordinate records

• Review Count: number of subordinate records to be reviewed manually

• Deny Count: number of subordinate records that will not be merged

• Merge Rule Status -> Auto-Merged, Review, Denied.

• Merge Status -> Merging, Merged, Partially Merged, Completed, Pending, Failed.

Merging- when the merging process is on going

Merged- when the merging process is finished and all the subordinate records are merged

Partially merged- when the merging process is finished and some of the subordinate records are merged, while the others may be in review/denied/ both

Completed- when the merging process is finished and none of the subordinate records are merged and all the subordinates are in denied

Pending- when the records are in review

Failed- when the merging process is halted mid-way and is not resumed/some error has occurred

Results of respective records are displayed as below:

Result showcase for each record,

• Number of records detected as duplicate records

• Number of records got merged

• Number of records under review

• Number of records got denied

Admin/User can find the selected master record summary in the Master Details tab as given below:

After setting up your merge settings, you'll now have three advanced merge options to choose from: Auto Merge, Field Merge, and Address Merge—each designed to enhance the efficiency of your merging operations.