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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Using the Duplicate Detection Wizard

In this section, you will learn how to leverage the Duplicate Detection Wizard to identify duplicate records. The Duplicate Detection Wizard allows you to check for duplicate account, contact, and lead records. You can detect duplicates for all records or specify a subset of records for which you would like to detect duplicates.

For example, imagine that you are a sales representative who is assigned several hundred customer records. You are sure that you have duplicate contact records in the system due to a lack of historical maintenance, and you want to check all contacts that you own for duplicates. You can limit the records checked to only those that are assigned to you with the Duplicate Detection Wizard. ...

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