Email duplicate check whenever Lead is created.

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Posted on by Talal Tariq

Hi there,

I have a business requirement that whenever a new lead is created in D365, workflow should be triggered that will check that if new lead's email is in duplicate to any contact's email address and a note should be displayed on the timeline that if there's any email duplication. Similarly, another workflow should be triggered in which new lead's email domain will be checked against customer's email domain to identify any duplications.

I'm unable to identify duplications and also quite confused in the workflow process. If anyone could help or give suggestions in this regards.

P.S: The Email Domain field is created both on Lead and Customer main forms.

Thanks.

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Abdul Wahab 12,070 Super User 2024 Season 1 on at

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Email duplicate check whenever Lead is created.

Hi Talal Tariq,

You have received an answer to your concern. I will mark this thread as answered.

Let me know if I can provide you with more details.

Thanks
Regards,

Abdul Wahab
Power Platform/Customer Engagement Consultant
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Verified answer

Dengliang Li Microsoft Employee on at

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Email duplicate check whenever Lead is created.

Hi,

You can use Power Automate Flow to implement your needs.

Customize Note.

Associate the Note with the newly created lead so it will be added to the Timeline.

The final result is shown below.

As for duplicate detection of email domain fields, the flow design steps are similar.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li