Microsoft Dynamics CRM (Archived)

Duplicate Detection Rules for multiple fields with AND / OR

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Posted on by Community Member

Hi Guys,

I have a situation, when I create Duplicate Detection Rule for Account Entity. I defined it for multiple fields.

Account Name - Exact

ZIP - Exact

City - Exact

Country - Exact

but when I test to add "similar" Company (ex, different Name, same ZIP, same City) it doesn't detect the duplication possibility.

my question is, how this Detection works, is it detects using "AND" or "OR"?

is it possible to use LIKE "%%" and not the EXACT?

Is it possible to create a Duplicate Detection Rule in CRM that compares multiple fields?

i want to write some condition like

user will get a warning when user filled

"similar" Account Name OR ("exact" city AND "exact" ZIP AND "exact" Country) then Warn the user for the duplicate possibility.

I see that it is possible to set up multiple fields in the duplicate rule, but not clear if they are related by AND or by OR, can anyone explain it to me?

Regards,

Rico

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Verified answer

Rajkumar Rajaraman on at

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Hi Rico,

Refer the following blog:

crmadminassist.com/duplicate-detection-rules-matching-fields

Hope this helps.

Regards,

R.Rajkumar

"Please mark my answer as verified if you found it helpful"

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Verified answer

Jharana Baliyar Singh 2,667 on at

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Hi Rico,

Please have a look on below links,it may helps out.

msdn.microsoft.com/.../gg309427.aspx

www.powerobjects.com/.../using-duplicate-detection-rules-in-crm-2013-when-qualifying-a-lead

crmbook.powerobjects.com/.../keeping-data-clean-in-microsoft-dynamics-crm

Regards,

Jharana B.Singh

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Mahendar Pal 45,095 on at

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Hi,

Duplicate detection conditions are applied using AND operator.

Suggested references: msdn.microsoft.com/.../gg309427.aspx

blogs.msdn.com/.../duplicate-detection-rules-defined.aspx

Thanks

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Community Member on at

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Hi Rajkumar,

thanks for your reply, really appreciate it. another good solution.

Regards,

Rico

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Community Member on at

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Hi Jharana,

thanks for your reply, it answered then. it says the rule use "AND" operator.

Regards,

Rico

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Community Member on at

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Hi HIMBAP,

thanks for your reply, i already read those links and find some useful information.

Regards,

Rico

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Suggested answer

Aarti Parpiyani 20 on at

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You can also create two duplicate detection rules for the query-

"similar" Account Name OR ("exact" city AND "exact" ZIP AND "exact" Country)

1. "similar" Account Name

2. ("exact" city AND "exact" ZIP AND "exact" Country)

If there are multiple duplicate detection rules for one entity then conditions from each rule are linked with other rule by OR.

Duplicate records are records which satisfies at least one of the rules.

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