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Customer experience | Sales, Customer Insights,...
Suggested Answer

CRM Creating lots of repeated Contacts.

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Posted on by 10
I hope someone can help me with this problem I'm having to do with CRM.
We have a problem whereby lots (in fact millions) of CRM Contacts, oftentimes the same one, are being created for no reason.
We are using Microsoft Dynamics 365 v8.2.2.112. We are running on-premises and not in the cloud.
This problem started happening when we upgraded to CRM v8.2 in January this year. I know this by mapping the number of Contacts being created by date. When 8.2 was installed, the number of Contacts created sky-rocketed.
We are finding that the same Contact is being created many many times, by the same CRM user (i.e. with the same "Owner"/"Created By" value). And this happens for most of our CRM users. The end result is that we have millions of duplicate CRM Contacts.
If you do a CRM "Advanced Find" of Contacts, ordering by "Created On" descending, you can see the Contacts being created (every 5 minutes or so). I can see no reason why they are being created.
We have several CRM users who seem to be particularly prolific generators of Contacts. If I do a query, I can see that there are about 20 users who are the owners of nearly 19 million Contacts. And most of them are just the exact same Contact repeated over and over again. And this applies to multiple Contacts. In reality these users will have created a few (like a dozen or so) Contacts in CRM, but definitely not hundreds and thousands of the same person over and over, for multiple Contacts.
Lots of people here think that the issue is due to some kind of CRM/Outlook synchronisation issue. We use the CRM Outlook Plugin (v8.2.3.8) extensively. We think that there is some kind of bug that occurs when Syncing peoples' Outlook contacts with their CRM Contacts. Is anyone aware of any bugs in this  arena?
We don't want to turn off Exchange/Outlook syncing because people need it to do their jobs. Our users have to be able to sync Activities, Appointment and Contacts. That's how they use CRM.
I'm aware of the ability to turn off a user's Outlook Synchronisation filters. But if I do this for a user, it doesn't stop them generating all these repeated Contacts. So it doesn't fix the problem. NB I don't want to do this anyway (as it's how we use CRM).
Also, I know that in a user's "Email" settings, I can turn off the "Automatically create records in Microsoft Dynamics 365 -> Create Contacts" to "No". This makes no difference and the multiple Contacts continue to be created by the user, despite having set this "No".
By the way, we have customised CRM by creating plugins (using C#). However, I'm sure that Contacts aren't being created in code anywhere (this was the first thing I checked). I'm sure that when "On Created" is fired on the Contact entity, that no additional Contacts are being created (as this would create a loop). So I'm sure that's NOT the problem.
Does anybody have any idea of what's causing this problem? How do we fix this?
I have the same question (0)
  • Suggested answer
    StefanS365 Profile Picture
    3,575 Most Valuable Professional on at

    Hi Mike,

    This is probably caused by the Outlook integration that can/will create contacts for/from addressees that are not in the CRM system.

    It's a personal setting but can be disabled via the org db settings, setting: AutoCreateContactOnPromote. See: support.microsoft.com/.../orgdborgsettings-tool-for-microsoft-dynamics-crm

    Or via the XrmToolBox plugin: User Settings Utility

  • Joana Pinto Profile Picture
    740 on at

    Hi Mike,

    First of all, sorry for this problem! Is this on development or production environment? Or both?

    I never encountered anything like this... so I will start just throwing some ideas, if this happened to me. I would first disable all workflows, to see if the problem came from some workflow. Then, I would do the same with plugins (not only on Contact's plugins, because some other entity can be creating Contacts, right?) and javascripts. Any type of customizations, disable to see if you can check the origin of the problem.

    Do you have any integration with third parties? Check that too.

    I don't know if you can perform this kind of tests (since I don't know if you environment is Production) but even so, try to do it on a non-work schedule or something, because this is a serious problem and I'm sure that you already have performance issues due to this.

    Regards,

    Joana

  • MikeBradley Profile Picture
    10 on at

    Thanks for answering, Stefan. I'm afraid this doesn't work. For one of the users who is continually creating Contacts at any moment in time, if I set their "Automatically create records in Microsoft Dynamics 365" to "No" (in "XRMToolBox" plugin "User Setting Utility") for that user, it doesn't make any difference. They keep on creating the same Contact over and over.

    So basically unchecking the "Create" checkbox under "Personal Options -> Automatically create records in Microsoft Dynamics 365" makes no difference, and that user continues to create the same contact over and over and over again.

  • MikeBradley Profile Picture
    10 on at

    Thanks for replying Joana. This is in a Production environment. I'm certain there's nothing in any workflows, plugins, business rules, processes or JavaScript that is creating new Contacts. So I'm pretty certain that it's none of these things that is creating the Contacts. However we are using Server-side Synchronisation to sync between Outlook/Exchange and CRM. I've got this feeling that there's some naughtiness happening there somewhere. But I cannot figure out what.

  • Joana Pinto Profile Picture
    740 on at

    Did you check if you have any Record Creation and Update Rule active?

  • MikeBradley Profile Picture
    10 on at

    Hi again, Joana. Thanks again for your suggestion. We don't have any "Record Creation and Update Rules" defined. So it can't be that. Thanks anyway tho'.

  • StefanS365 Profile Picture
    3,575 Most Valuable Professional on at

    Hi Mike,

    You could try to disable this setting forever(ybody) via the org db settings, setting: AutoCreateContactOnPromote.

    See: support.microsoft.com/.../orgdborgsettings-tool-for-microsoft-dynamics-crm

    and see if this makes a difference.

  • Omniscient Profile Picture
    15 on at

    We're experiencing the exact same issue, with the same version of Dynamics, however our problem appears to have only started in the last week...

    We were having other issues with server-side synchronisation, and after performing 'Test & Enable' for all our mailboxes this behaviour has started, similar to Mike's experience.

    i.e. There are a handful of users that have "created" thousands of the same contacts each day for the last week

    I'm suspicious about it being an Outlook Client/AddIn issue, but will follow Stefan's suggestion of disabling "AutoCreateContactOnPromote" and see what happens over the next 24 hours.

    MikeBradley - have you made any further progress?

  • StefanS365 Profile Picture
    3,575 Most Valuable Professional on at
  • MikeBradley Profile Picture
    10 on at

    Hi Stefan, thanks for your suggestion and for taking the time to reply.

    I don't wish to do this (use OrgDBOrgSettings to set “AutoCreateContactOnPromote” to false [False = Disables the automatic creation of contacts.]) for 2 reasons:

    We don't wish to stop syncing of Contacts completely. It's an important part of our users do their jobs. If we can’t use this (syncing Contacts) functionality, we might as well not use CRM. Outlook syncing (including Contacts syncing) is central to how we use CRM.

    Also, I don't think this suggestion would work. I think this because if I change this setting for ONE user, it makes no difference. To explain further: if I get one of the users (who is generating all these Contacts) to go into their personal settings, and under Email -> "Automatically create records in Microsoft Dynamics 365", uncheck the "Create" box, it makes no difference. Contacts continue to be created with that user as the Contact owner. Switching the option off makes no difference for ONE user.

    This is the same thing as using OrgDBOrgSettings to set “AutoCreateContactOnPromote” to false, except that the OrgDBOrgSettings way of doing things applies to ALL users.

    What I'm saying is that making this change for ONE person makes no difference. So why would changing this setting for EVERYONE make any difference?

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