Improved duplicate detection and merge experience in Dynamics 365 for Sales– 2020 Release Wave 2


2020 Release Wave 2 brings improvement in duplicate detection and merge capabilities.

Check other posts on Release 2020 Wave 2

To enable it, navigate to – Settings > Data Management > Duplicate Detection Settings

Enable it –

With this enabled, the user can see why a record is being flagged as duplicate, it also allows users to merge the record using the improved Merge dialog box while the record is being added, updated, or quailed as in case of lead.

On creating a duplicate contact record with the same last name and first name, the dialog box opens up.

We can select any of the matched records and click on the Merge button to merge it.

We can see the different options within the merge dialog box.

Selecting the appropriate options, and clicking on Ok merges the record.

Hope it helps ..

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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