Processing Duplicate Records
Learn how to review duplicate job results, discard false positives, and merge or convert duplicate records manually or in bulk using thresholds, merge rules, and processing options.
Discard Records
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.
Direct Processing
Learn how to configure Direct Processing to automatically merge high-confidence duplicate records from API inserts using thresholds and Merge Rules.
Manual Convert
Manually convert duplicate records in Microsoft Dynamics, choose how field values and related Account, Contact, or Opportunity records are handled, and complete the conversion.
Auto Merge
Learn how to use Auto Merge to merge duplicate records in bulk, configure matching thresholds and merge rules, run jobs, and review lower-scoring results.
DC Job Results Overview
Review duplicate job results, inspect match groups and scores, and manually merge, convert, or discard duplicate records, including false positives and cross-entity matches.
Manual Merge
Manually merge duplicate records by selecting a Master record, choosing field values, entering custom data, and reviewing merge settings, related records, limits, and errors.