dynamic crm auto merge duplicate when doing import -


is possible auto-merge (for contact/account/lead) records considered duplicate?

for example: set duplicate detection rule based on account name (exact match).

i have excel file have 2 rows column headings (name|mobile phone|address 1 city)

the data follows:

  1. tommy | [blank] | new york
  2. tommy | 31211 | [blank]

i want after import, data automatically merged to: tommy | 31211 | new york.

is possible out-of-the-box? if not, how can achieve it?

there nothing "out of box" achieve you're desiring. but using code, wouldn't terribly difficult create custom workflow activity gets ran on create of entity and

  • checks see if duplicate of existing entity (not sure of how constrain import if didn't want run time)
  • if so, performs merge logic in link provided

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