To maintain the integrity of your data, you should check for duplicates regularly to make sure that you don’t inadvertently create duplicate contacts, accounts, or leads.
The Check for Duplicates wizard helps you set up a “job” that finds and cleans up duplicate records in the system. You can schedule the job to run daily, and you can receive an email confirmation when the job finishes.
If available on your system, you may also be able to check for duplicates of other record types, in addition to contacts, accounts, and leads. Check with your system administrator.
Checking for duplicate records works only when you or your system administrator (if that’s someone else) has created a rule for the record type, and duplicate detection is turned on.
Check for duplicate contacts
1. Follow the steps for the app you’re using.
If using the CRM web application
a. On the nav bar, click or tap Microsoft Dynamics CRM. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar.
b. Click or tap the work area name, and then click or tap Contacts.
c. Click or tap More Commands ( ), and then click or tap Detect Duplicates.
If using CRM for Outlook
a. In the Navigation Pane, click or tap Sales, Marketing, or Service. Then, click or tap Customers > Contacts. In the Records group, click or tap Detect Duplicates.
2. Do one of the following:
Click or tap For All Records on All Pages to check for all duplicate contacts (recommended).
--OR--
Click or tap For Selected Records to check if the selected contact has any duplicates in Note
the system.
You’ll see the Check for Duplicates wizard, which helps you create a job to check for any duplicate contacts.
3. Accept the default name for the job, or type a different name.
4. Enter the start time for the job, and enter how often to run the job, in days. For example, type 1 to run the job daily.
5. Select the check box to receive an email confirmation when the duplicate detection job completes. Enter an additional email address, if desired.
6. Click or tap Next, and then click or tap Submit.
Check for duplicate accounts
1. Follow the steps for the app you’re using.
If using the CRM web application
a. On the nav bar, click or tap Microsoft Dynamics CRM. Then select a work area: Sales, Service, or Marketing. The work area name appears on the nav bar.
b. Click or tap the work area name, and then click or tap Accounts.
c. Click or tap the More Commands ( ), and then click or tap Detect Duplicates.
If using CRM for Outlook
a. In the Navigation Pane, click or tap Sales, Marketing, or Service. Then, click or tap Customers > Accounts. In the Records group, click or tap Detect Duplicates.
2. Do one of the following:
Click or tap For All Records on All Pages to check for all duplicate accounts (recommended).
--OR--
Click or tap For Selected Records to check if the selected account has any duplicates in the system.
You’ll see the Check for Duplicates wizard, which helps you create a job to check for any duplicate accounts.
3. Accept the default name for the job, or type a different name.
4. Enter the start time for the job, and enter how often to run the job, in days. For example.
type 1 to run the job daily.
5. Select the check box to receive an email confirmation when the duplicate detection job completes. Enter an additional email address, if desired.
6. Click or tap Next, and then click or tap Submit.
Check for duplicate leads
1. Follow the steps for the app you’re using.
If using the CRM web application
a. On the nav bar, click or tap Microsoft Dynamics CRM > Sales.
b. Click or tap Sales > Leads.
c. Click or tap More Commands ( ), and then click or tap Detect Duplicates.
If using CRM for Outlook
a. In the Navigation Pane, click or tap Sales > Leads. In the Records group, click or tap Detect Duplicates.
2. Do one of the following:
Click or tap For All Records on All Pages to check for all duplicate leads (recommended).
--OR--
Click or tap For Selected Records to check if the selected lead has any duplicates in the system.
You’ll see the Check for Duplicates wizard, which helps you create a job to check for any duplicate leads.
3. Accept the default name for the job, or type a different name.
4. Enter the start time for the job, and enter how often to run the job, in days. For example,
type 1 to run the job daily.
5. Select the check box to receive an email confirmation when the duplicate detection job completes. Enter an additional email address, if desired.
6. Click or tap Next, and then click or tap Submit.
See Also
Set up duplicate detection rules Turn duplicate detection on or off Run system jobs to detect duplicates