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Duplicate Detection Notification

Microsoft Dynamics CRM Forum

maxxsir asked a question on 13 May 2019 9:16 AM
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Does anyone have an idea on how to be alerted on Duplicate Detection jobs being unpublished? At times my jobs are unpublished and I would like an email on when that happens. I dont see how to create a workflow email notification. 

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maxxsir responded on 13 May 2019 10:55 AM
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1. I ended up using Kings Way Soft CRM source component with the source entity of "duplicaterule." (DuplicateRule is not exposed in OOB CRM Advanced Find or Workflow) 2. I created a new entity called Duplicate Detection Notification with three new fields: Name, description, and statuscode. 3. Then I used a workflow to check the status code field on the new entity. If that changes from anything other than a 2, I get an email. In a final optional step, I just delete the records created for that day after the workflow check. I have this scheduled to run once a day.

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Ravi Kashyap responded on 15 May 2019 2:02 AM
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Thanks for sharing the fix here. Just to add I have seen Duplicate Detection jobs gets unpublished when you import a solution. In fact for one of the client I had this as a deployment step i.e. after importing solution, publish the duplicate detection jobs again. Its a by design behaviour but keeping in my that when you import solution it happens it quite handy.

Hope this helps.

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maxxsir responded on 15 May 2019 10:12 AM
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Yes, we get releases from our vendor and we need to import those. That along with other changes we make, some times the DD rules get unpublished and then forgotten. I just needed a notification and until we have that capability, KWS comes in handy.

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maxxsir responded on 13 May 2019 10:55 AM
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Suggested Answer

1. I ended up using Kings Way Soft CRM source component with the source entity of "duplicaterule." (DuplicateRule is not exposed in OOB CRM Advanced Find or Workflow) 2. I created a new entity called Duplicate Detection Notification with three new fields: Name, description, and statuscode. 3. Then I used a workflow to check the status code field on the new entity. If that changes from anything other than a 2, I get an email. In a final optional step, I just delete the records created for that day after the workflow check. I have this scheduled to run once a day.

Reply
Ravi Kashyap responded on 15 May 2019 2:02 AM
Suggested Answer

Thanks for sharing the fix here. Just to add I have seen Duplicate Detection jobs gets unpublished when you import a solution. In fact for one of the client I had this as a deployment step i.e. after importing solution, publish the duplicate detection jobs again. Its a by design behaviour but keeping in my that when you import solution it happens it quite handy.

Hope this helps.

Reply

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