Processing Duplicate Records

Review duplicate job results, inspect match groups and scores, and manually merge, convert, or discard duplicate records, including false positives and cross-entity matches.

Manually merge duplicate records by selecting a Master record, choosing field values, entering custom data, and reviewing merge settings, related records, limits, and errors.

Learn how to use Auto Merge to merge duplicate records in bulk, set safe matching thresholds, apply merge rules, run jobs, and review lower-scoring results.

Manually convert duplicate records in Microsoft Dynamics, choose how field values and related Account, Contact, or Opportunity records are handled, and complete the conversion.

Direct Processing automatically merges high-scoring duplicate records from API inserts, covering prerequisites, configuration, thresholds, Merge Rules, and handling records left for review.

Learn how to discard duplicate candidates for one search or mark them as false positives, manage these choices in live deduplication, and restore discarded pairs when needed.