Microsoft Dynamics® CRM Training

Merge Records

Video Details

Merging records in Microsoft Dynamics CRM Online 2011 helps users consolidate their data and keep their records up to date.

This function compliments Duplicate Detection in CRM Online. (For more information, watch the Duplicate Detection Rules video.) When Duplicate Detection identifies records that are similar but not identical, users can merge the records, retaining selected data from both records before deactivating one.

This video walks you through the steps of merging records and explains the rules of the function.

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