Smith Tech Tactics - Managing Duplicates.

Smith Tech Tactics Demonstrates an automated Record Merge Approach for Microsoft DataVerse and Dynamics 365.

High Level Overview:

1. Query Active Accounts in DataVerse Account table - FetchXML

2. Take active accounts and their address details replicated over to a SQL table called "Account_Replicate"

3. Identify the duplicate accounts in the replicated table by executing the Stored procedure "

[usp_STT_InsertDuplicateAccountRecords]"

4. Copy the data results of the stored procedure into a new table called "Duplicates".

5. The data copied has all the address and account details with the accountid which will be used later

6. Process the duplicates by invoking an azure logic app which iterates through each child record to be merged into the parent record that was identified by the stored procedure in step 3. The logic app merges the account records.

7. Lastly a stored procedure "[usp_STT_UpdateDuplicates]" is executed to timestamp the records as processed in the duplicate table