Frustrated with duplicate accounts, contacts, or leads in your Microsoft Dynamics 365 system? It happens to the best of organizations - a user is entering accounts, contacts, and lead records and a duplicate is created. Well now there’s a tool that can help you de-dupe your records.
With PowerMerge, Dynamics 365 users can easily select an entity (account, contact, or lead), an associated view and which field(s) the solution should find duplicates from. Depending on entity, it can be a combination of account name, email address, first name and last name.
The solution can then count your duplicates and merge all duplicated records. The merge application merges all duplicate records into one, and allows the user to choose if they'd like to keep the older record or the newer record as the parent record. When merging records, fields that are already filled out on the parent record are not overwritten. Only blank fields are populated with the duplicated record information. Once the solution is done merging your records, the duplicates are disabled.
The first step in getting started with any managed solution in Microsoft Dynamics 365 is to import the solution under the Solution section in D365, as shown below.
Once the import has completed, double-click on the PowerPack solution you just imported from the solutions list in D365. This will open the configuration screen of the PowerPack solution, where you can select if you'd like to register for a 30-day free trial or subscribe to the add-on.
Under the General section, fill in the required information, including your communication preferences, and click Submit under the “Profile” tab of the form.
In order to successfully register and use a PowerPack Solution, you will need to agree to the terms of our License Agreement, Terms of Service and our Privacy Policy. Please note, declining the terms of use will stop all PowerPack functionality.
Learn more about our updated Terms of Use.
Some PowerPack solutions require connections back to your CRM environment to process data from our cloud. If your PowerPack requires this connection, you’ll see fields for service user username and password. If that is the case, please input credentials of a user that has, at minimum, the Powerxxx Service User security role assigned. This security role includes the minimum level of access this user needs in order for the add-on to function properly.
Note: This user cannot have two-factor or multi-factor authentication turned on.
For information on using the solution please refer to the corresponding user guide.
All of the add-ons are constantly being enhanced with awesome new features, so it's always a good idea for users to make sure their PowerPack add-on are up-to-date.
Updating an add-on is quick and easy! Simply follow these 5 steps:
PowerMerge
PowerMerge allows Microsoft Dynamics CRM users to clean up duplicate records (Accounts, Contacts, Leads) by merging all records into the original record.
Change log
Version: 2.0.5.0
Date: 2/28/2022
-Updated the SDK and .net framework to 4.6.2.
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Version: 2.0.4.0
Date: 12/27/2021
-Fixed issue with merging when special characters were included
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Version: 2.0.3.0
Date: 7/26/2021
-Removed "default merge" option
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Version: 2.0.2.0
Date: 6/7/2021
-Updated configuration page with new HTML
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Version: 2.0.1.0
Date: 5/6/2021
-Removed the out of the box business process flows permission
-Unchecked the entity metadata option
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Version: 2.0.0.0
Date: 10/5/2020
-Contains deprecated code changes for UCI
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Version: 1.3.0.0
Date: 2/12/2020
-Updated PowerMerge model driven app with link to Customer Ideas Forum (User Voice).
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Version: 1.1.5.90
Date: 8/2/2019
-Updated language for three merge options available to be more concise and less confusing to end user
-Updated PowerMerge logo on the PowerMerge wizard to align with PowerObjects’ blue branding (instead of purple)
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Version: 1.1.3.90
Date: 6.4.2019
-Initial release of Dynamics 365 online UCI compatible version
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Version: 1.1.3.2016
Date: 11/21/2018
- Includes TLS 1.2
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Version: 1.1.2.2013 & 1.1.2.2016
Date: 10/15/2018
- Added the message "Note: All inactive records in the view will not be counted or merged.", when clicking the Count Duplicate or Start Merging button
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Version: 1.1.1.2016 & 1.1.1.2013
Date: 08/30/2018
- Bug fix: Lead entity company name field was always grayed out. This is now fixed.
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Version: 1.1.0.2016 & 1.1.0.2013
Date: 05/25/2018
- Enhancement: To allow users to choose if an old or new record is a parent
- Registration screen update, to collect communication preferences and Accept Terms & Conditions (for GDPR compliance)
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Version: 1.0.11.2016
Date: 02/19/2018
- Updated common code to address plugin timeout issues (as recommended by Microsoft)
- Released 2016 solution version
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Version: 1.0.7.2013
Date: 4/5/2015
- Fixed error preventing Contacts from being merged based on Account Name.
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Version: 1.0.5.2013
Date: 10/06/2015
- Fixed occasional error when merging Contacts for crm4 Online users.
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Version: 1.0.4.2013
Date: 09/19/2015
- Fixed occasional error when merging Contacts.
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Version: 1.0.3.2013
Date: 08/31/2015
- Fix to stabilize merging
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Version: 1.0.2.2013
Date: 07/10/2015
- Initial release
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