In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Duplicate records are being entered into the system during imports and manual entry.
This is the third segment of a three part series on avoiding duplicate records. Part 1 introduced you to duplicate detection in Dynamics CRM and when rules can be fired. Part 2 was focused on how to set up the rules. Part 3 is going to walk you through how to use duplicate detection jobs.
There are 2 steps that we will be reviewing in this article:
Running a Job:
You can start with a list of records that you want to run a duplicate detection job against. Advanced Find is a great tool to use to pull your list. In our example I want to run a duplicate detection job against all "Open Leads" so I open up that view then I go to the More Actions menu, click on Detect Duplicates and then make a choice between 'For Selected Records' or 'For All Records on all Pages'.
Select "For All Records on all Pages'
The Check for Duplicates Dialog box appears where you need to Specify:
Click OK, or click Finish.
Happy CRM'ing
Hello Joe,
When crm user want to perform this manually this will work. But, I have a workflow which creates a new account when a new email come's in to the CRM system and the account name will be the sender's e-mail address. But, duplicate Account is creating when the same person sending the email for the next time.
How to prevent the duplicate creation here.
Please give me reply ASAP.
Thanks,
Venkatesh Ekkaluri
Hi Venkatesh - In order to prevent duplicates we would need to first see if an account already exists. The best approach for this is a plugin. We have written a similar plugin for a client were plugin runs on creation of a contact. On create of a contact, check if there are other contacts in the crm system with the same @yyyy.com as this contact with a parent account. if so, we have know account and can set the new contact to this parent account. Else create a new account.
Hi Joe,
Can you please send me any sample code. because am new to CRM.
Here are two good resources for your first plugin:
https://community.dynamics.com/crm/b/crmbusiness/archive/2014/04/07/crm-2013-step-by-step-update-plugin-tutorial-using-the-crm-2013-development-toolkit
https://msdn.microsoft.com/en-us/library/gg594416.aspx