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Install the AutoMerge Solution

The AutoMerge Managed Solution adds the components your CRM needs in order to view and merge already-tagged duplicate sets: the duplicate views, the AutoMerge ribbon buttons, the tagging fields, and the security roles.

Nothing else in this guide works until the solution is installed.

Do this once per organization

Repeat these steps for every CRM organization you want analyzed: Production, Sandbox/Dev, Sandbox/Test, and so on.

Before you start​

  • You need the built-in System Administrator security role in the target CRM.
  • You do not need a paid AutoMerge subscription to install the solution.

Steps​

1. Download the solution​

Get the latest solution zip: Download AutoMerge_9_2_26_0114_managed.zip

Save the .zip file locally. Don't unzip it.

2. Sign in to your CRM​

Log in as a user with the System Administrator security role.

3. Open Advanced Settings​

In the main CRM window, click the cog icon at the upper right, then choose Advanced Settings.

Opening Advanced Settings from the CRM cog menu

4. Go to Solutions​

Within Settings, open the Solutions area.

The Solutions area under Settings

5. Click Import​

The Import button in the Solutions area

6. Choose the zip file​

In the Import wizard, browse to the solution zip you downloaded and click Next.

Selecting the AutoMerge solution zip in the import wizard

7. Accept the defaults and import​

Accept the default import options and click Import.

Default import options

That's it​

Wait for the import to complete successfully. Because this is a managed solution, there's no need to publish customizations afterward.

What you get​

ComponentWhy it matters
Duplicate viewsThe AM Dupes and AM History views described in Finding duplicates
Ribbon buttonsAutoMerge, AutoMerge Set Primary, AutoMerge Ignore
Tagging fieldsWhere the analysis writes rank, precision, and match type
Security rolesIncluding AutoMerge Analysis/Tagging AppUser - Minimum Privs, needed for the Azure app user, and AutoMerge User, which lets end users see the AutoMerge button
Dormant pluginsIncluding the one behind AM ModifiedOn

Next steps​

  • Administrators: set up the Azure app user so the AutoMerge service can connect to this organization.
  • Everyone else: once an analysis has run, start at the dashboard view.