Get improved data management experience with simplified duplicate detection and merge capabilities


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Enabled for Public preview Early access General availability
Users by admins, makers, or analysts - - Oct 5, 2020

Business value

Data quality not only affects business performance but has a direct effect on a user's experience and productivity, due to effort wasted on searching and reconciling data. Duplicate detection and merge capabilities play a significant role in keeping data clean. To enable organizations to maintain data hygiene, we're optimizing the duplicate detection and merge user experiences, which would help users to make an informed decision and avoid duplicate data entry.

Feature details

  • Enable users to view more information contextually to help determine why a record is being flagged as a duplicate when they're adding or updating a record.
  • Enable users to merge the record being added or updated (account, contact, or lead) from the Duplicate warning prompt without navigating away, by using the enhanced Merge dialog box. The enhanced experience replaces the legacy web client hybrid dialog box with a fully enabled Unified Interface experience.
  • Enable sellers to easily view and identify matched account and contact records when qualifying a lead, with an improved cross-entity duplicate detection dialog box.
  • Enable the improved duplicate detection and merge experiences with a configurable Administration flag.

Duplicate detection dialog

Merge dialog

Lead qualification duplicate detection dialog


This feature is available in Unified Interface only.

This capability is available in Dynamics 365 Sales Enterprise and Dynamics 365 Sales Professional.

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See also

Detect duplicate records and merge (docs)