# 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](https://docs.inogic.com/deduped/configuration/merge-settings/set-up-merge-rules).

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

 

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fxe0sv5YxM4kfmx3OM3dI%2F7.png?alt=media&#x26;token=b5907469-77c0-468a-aa1f-8f3979aecbe0" alt=""><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fab6mHcwuyGPgVNBshwVg%2F8.png?alt=media&#x26;token=074acecf-67c8-45c3-9555-749097322dea" alt=""><figcaption></figcaption></figure>

**DeDupeD Job Runs:**

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

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FADZOuF46eSCbllfyS4yj%252Fimage.png%3Falt%3Dmedia%26token%3Df02fbf64-30c1-4a30-b575-c18c013a63ea&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=431f868a&#x26;sv=2" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252F6P7QMspNN2ogsTxccV7B%252F10.png%3Falt%3Dmedia%26token%3D27e7c6bc-a9fe-47bf-a123-870fcc4b8ce2&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=33f20113&#x26;sv=2" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FBY5EC3y8QI0lSY89KQJO%252Fimage.png%3Falt%3Dmedia%26token%3D2863c555-b6ae-45e7-9bc3-9a2912d296e2&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=94364f51&#x26;sv=2" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://docs.inogic.com/~gitbook/image?url=https%3A%2F%2F272130504-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-M0QoyqUVI8_HaZ9FOSL%252Fuploads%252FeeoohekYmRvX0Ro91lnK%252Fimage.png%3Falt%3Dmedia%26token%3D9b9229eb-a00c-4899-ad43-7ad01eddc9b4&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=c38c6d3c&#x26;sv=2" alt=""><figcaption></figcaption></figure>

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.