Duplicates Report Generator

The Duplicates Report Generator Plugin will generate an excel file of all the duplicates in your crm system based on the current Duplicate Detection rules. The Plugin allows you to generate a seperate report for Leads, Contacts & Accounts. Requires the XRM Toolbox for the plugin to work

Download the Plugin from the following link DuplicatesReportPluginByRazDynamics

 

 

You can Read the Following Blog on Instructions how to use Install and run this solution http://www.crmconsultants.co.uk/how-to-generate-an-excel-report-for-all-crm-duplicate-records/

 

Copy the above plugin to the Plugins folder of the XRM Toolbox, as shown below;

(If you dont have the XRM Toolbox installed you can from the following link http://www.xrmtoolbox.com/download.html)

 

 

Once you have placed the plugin into the Plugin folder, you are ready to run the XRM Toolbox;

 

You will now see the Option available to run the Duplicate Detection Report in XRM Toolbox

 

 

 

 

 

Click Load Entities, it will allow you to select from a list of Entities

 

 

Select the File Path

 

 

 

 

 

 

Once you have generated the Excel report , you can split according to the record owners so your users and admins can perform the Task of Merging the Records Themselves,

Or Alternatively we can use this report to help identify if we want to run the ‘Bulk Merge Duplicates’  Tool which reduces the need for Manual Merging my Users for hundreds or Thousands of Duplicates.

 

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