'Duplicate Records Detected' Dialogue: how to add more columns

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Posted on by irenegr

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Hello,

I have created a custom duplicate detection rule for cases with the same serial number. It works fine but it shows only two columns: 'case title' and 'modified on'.
I need to add at least 3 columns at this dialogue. Is this possible?

Also, is it possible to show these results again inside the case form (on a subgrid)? For example, maybe I could create a view with these results or show them in 'similar cases'
Any help would be much appreciated.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Add columns you need to "Entity Lookup View". Check this post - mscrmmel.wordpress.com/.../ as a reference.

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LeoAlt 16,331 Moderator on at

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Hi irenegr,

You can add columns that you need in lookup view.

Here are steps.

1.Go to Settings > customizations > customize the system >Entities.

2.expand Case entity and click Views to select Case Lookup View.

3.Add columns.

4.Test.

There is no possible to show on the form, The view actually a combination of three different pieces.

The Static Part:it compose of three columns that never change: the Name column, the Status column, and the Modified On column.

The Rules Part: The next section is pulled from your duplicate detection rules.

The Dynamic Part:Columns are all pulled from the entity’s lookup view.

Best Regards,

Leo

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moko33 1,788 on at

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I think this is not working (anymore/currently): In my org, adding Columns to the Lookup View of the Table doesn't change anything. Only the Name and the Modified On Columns are displayed.

Accoding to this thread this is a problem with the (in autumn 2021 still new ;-) UCI:

www.crmug.com/.../viewthread

Here's an Idea that addresses the issue and is still open:

experience.dynamics.com/.../

I just raised a Microsoft ticket to ask about a possible fix.

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