Power Merge | HCLTech

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.

Pricing: $1.50 per user

Price is per user, per month. All enabled users are automatically counted – this includes read-only users, admin-only users, and service accounts.

Solution Requirements

ADFS forms based authentication Any Online or on-premise implementation of: CRM 2016 / Dynamics 365

Attention

Starting June 1, 2021, we will begin charging a $20 monthly base fee per PowerPack add-on used in your organization. This new charge, which is in addition to your regular user-based charge, will enable HCL-PowerObjects to continue innovating new and exciting ways to enhance your Dynamics 365 experience.

Resources

Importing a New PowerPack

The first step in getting started with any managed solution in Microsoft Dynamics CRM is to import the solution under the Solution section of CRM. To navigate to this section, you would simply go to Settings > Solutions > Select the Import button from the ribbon. This will prompt a dialog box that will walk you through the import process, which is shown below.

To begin the import process navigate to Settings > Solutions in your CRM environment.
Click on the ‘Import’ icon.
IMPORTANT: If you do not have the proper security permissions to upload a solution you may need to contact your CRM Admin.
“Browse” and select the PowerPack solution file that you have previously downloaded to your desktop, once the zip file is populated select “Next”.
The next screen will verify the details of the solution you are about to import, select “Next” to move on.
On the next screen you will have to make sure that the “Enable any SDK message processing steps included in the solution” option is selected. Once this box is checked, select “Import” in the lower right corner.
IMPORTANT: If you do not select this checkbox the solution will not function properly.
Once you have selected the import button a new dialog box will appear showing you a progress bar for the import. This step usually takes between 5–10 minutes, depending on the complexity of the solution.
Once the import has completed, you will see a screen with an overview of the import and components. Simply select close and move onto the registration process.

Once the import has completed, double-click on the PowerPack solution you just imported from the solutions list in CRM. 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, once you have completed the form select the “Submit” button which is located 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.

Some PowerPacks 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.

Updating a PowerPack Solution

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:

Download the latest solution .zip file from the respective PowerPack web page
Log into CRM and navigate to Settings > Solutions
Click Import and walk through the import steps. Remember to select the options to Overwrite Customizations and activate and processes upon re-import. If presented with the option to "Stage for update", leave the checkbox un-checked.
Note: Choosing to Overwrite Customizations will only overwrite any back-end plugins that may have been updated since the previous version was installed.
Once the import has completed navigate back to the solutions list and double click on the PowerPack you just imported to open the configuration. Here you may be asked to clean up the components of the solution. If prompted, select ok.
Once the clean-up has completed, select Submit to re-sync your registration with the PowerObjects registration system and you are done!

PowerMerge Changelog

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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PowerPack Support

PowerObjects has a team of support engineers ready to help! Our PowerPack Pros are passionate about helping trial and subscribed users get the most out of their Add-ons.

POWERCARE PORTAL SUPPORT PAY-BY-THE-HOUR SUPPORT

PowerMerge

Merge duplicate records with the click of a button within Dynamics 365.

User Guide

Learn more about using this PowerPack.

View User Guide

Ideas?

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