We’ve seen a few questions come in on the topic of duplicate checking, so wanted to make sure all of you had the info on how this feature is supported with Connector for Microsoft Dynamics.
Before you integrate your Microsoft Dynamics ERP and Microsoft Dynamics CRM, you may have duplicate records between the two applications. For example, if you have entered Daniel Brunner as a contact in Microsoft Dynamics CRM and also as a customer in Microsoft Dynamics AX, you have duplicate records for Daniel Brunner.
Microsoft Dynamics CRM allows users to enter duplicate records, with duplicate keys, for Microsoft Dynamics CRM accounts and contacts. This can cause problems when the integration service tries to integrate the records.
If duplicated records are not identified before you integrate Microsoft Dynamics CRM contacts or accounts with your Microsoft Dynamics ERP customers, you will end with four records for the same person between the two applications.
Set up duplicate detection jobs and rules in Microsoft Dynamics CRM for the account and customer entities to prevent these duplicate record issues.
It’s suggested that you use one of the options listed below that are available in Microsoft Dynamics CRM to keep duplicates from entering the system in the first place. See your Microsoft Dynamics CRM documentation for additional details.
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