Task Scheduler Job

Scheduler in DeDupeD for Dynamics 365 CRM

The Scheduler feature in DeDupeD for Dynamics 365 CRM automates duplicate detection and record merging, significantly reducing the need for manual intervention. Users can configure the scheduler to run automatically based on a custom-defined schedule via Windows Task Scheduler, ensuring that CRM data remains accurate, clean, and up-to-date at all times.

To configure the scheduler, click here.

Once triggered by the Task Scheduler, the DeDupeD Tool will:

• Execute the configured duplicate detection job.

• Create a Job Run and corresponding Job Results in CRM.

• Notify the configured users via email upon completion.

You can access the Job Result record in CRM and click Show Duplicates to review and take further action. Use the Assign button to delegate records to other users for review or merge confirmation.

After the scheduler finishes running the job, the results will be automatically saved.

The user can view them under DeDupeD Job Runs.

Click on the desired Job Run result.

The detailed statistics for that run will be displayed.