CRM - How do I edit/view the subset criteria used in duplicate detection job?

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Posted on by TasGaz

Hello, community,

Can you let me know how to edit/retrieve the criteria subset after you create the duplicate detection jobs? Basically, I am talking about step 2 when you create a duplicate detection job.

The person who created these jobs has left the company and I have to view what criteria they used to filter the subset in the duplicate detection jobs. If I cannot edit the criteria, is there at least a way to view what the criteria set behind the jobs?

Thank you!

Gary

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Community Member on at

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RE: CRM - How do I edit/view the subset criteria used in duplicate detection job?

try to contact the person who created these jobs, otherwise it would be very difficult for you to view the criteria behind the jobs
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rath.amit38@gmail.com 2 on at

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RE: CRM - How do I edit/view the subset criteria used in duplicate detection job?

Hi TasGaz,

I checked and found that there are options to check the conditions for the "Duplicate Detection Rules" but for the "Duplicate Detection Jobs", there are no OOB navigation available in CRM.

Please let us know if you find any clarity on this.

Thanks

Amit Kumar Rath.
TasGaz 5 on at

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RE: CRM - How do I edit/view the subset criteria used in duplicate detection job?

Hi Pavan, thanks for your reply.

I am not looking into editing Duplicate Detection rules but the Duplicate Detection jobs.

Data Management -> Duplicate Detection Jobs

Would you able to help more please?

Thanks,

Gary
TasGaz 5 on at

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RE: CRM - How do I edit/view the subset criteria used in duplicate detection job?

Hi Pavan, thanks for your reply.

I am not looking into editing Duplicate Detection rules but the Duplicate Detection jobs.

Data Management -> Duplicate Detection Jobs

Would you able to help more please?

Thanks,

Gary
pavanmanideep 1,331 on at

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RE: CRM - How do I edit/view the subset criteria used in duplicate detection job?

You will be able to edit. Navigate to Data Management-->Duplicate Detection rules

Unpublish the respective Duplicate Detection rule and now you should be able to edit the Duplicate Detection rule criteria...

This Post on Duplicate Detection rules can help you..

https://blog.armaninollp.com/dynamics/2015/12/01/dynamics-crm-duplicate-detection-due-diligence/