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Hi Community,
I have a team of sales people who receive a large number of leads everyday. The challenge is that when a salesperson is working with a lead, that salesperson gets to 'own' that lead's organization during a 3-month cycle.
Ideally all leads would be turned into contacts with an account to check, but the vast majority of leads don't make it that far, and they receive too many leads to check if other leads with the same email domain exist in the CRM whenever they receive the lead.
Is there a way for Dynamics to perform an auto-check for all leads in the CRM that share the same email domain and alert the salesperson whenever matches are found?
Hi honeybear,
We can create a new field for Lead to store the email domain, then use Power Automate to retrieve the email domain from the Email field and populate the new field, and finally use Duplicate Detection Jobs to query the Leads for duplicate email domains and the send notification.
Step 1. Create a new field.
Step 2. Create a flow to retrieve the email domain from the Email field and populate the new field.
Go to https://us.flow.microsoft.com/ and select the D365 environment.
Create an automated flow, set it as follow.
split(triggerOutputs()?['body/emailaddress1'],'@')[1]
Step 3. Create a Duplicate Detection Rule.
Go to Settings > Duplicate Detection Rules, new a rule of Lead.
Step 4. New a Duplicate Detection Job.
Please refer to this blog: https://www.marksgroup.net/blog/dynamics-365-duplicate-detection-jobs-merging-records/
The minimum time interval for running Duplicate Detection Job is 7 days. If you need a shorter time interval, then we need to achieve it through Power Automate.
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