Centre de clients Microsoft Dynamics CRM 2013
Microsoft Dynamics CRM
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Search Centre de clients Microsoft Dynamics CRM 2013

Check for duplicates

S'applique à

Microsoft Dynamics CRM Online

Microsoft Dynamics CRM 2013

CRM for web browsers

CRM for Outlook

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

Check for duplicate accounts

Check for duplicate leads

 
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