Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Duplicate Detection Ru...
Microsoft Dynamics CRM (Archived)

Duplicate Detection Rule doesn't warn you on create if it is a custom one

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

I am running into a problem with our duplicate detection rules. I have several that are working, they are all created by the "System Administrator" but they are things like detect when an account has the same name or same email address etc. I am creating one that is looking for an exact match on a custom field called "Client ID" which just contains 4 characters, usually a letter and 3 numbers (ex. D215). The rule seems really simple to build out... just set it to Base Record Type: Account, Matching Record Type: Account then choose the field Client ID Criteria Exact Match and Ignore blanks (some are blank) then publish it. But... for some reason when you create a new account and choose a Client ID that is exactly the same as another one, it doesn't warn you that you may be making a duplicate. The other rules do that just fine, they pop up a box letting you know you might be creating a duplicate, but no matter what i do this new one wont do that. Any ideas?

*This post is locked for comments

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

    Do you have any other customization/ logic on the Cient ID field?

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

    Did you try to isolate this issue with any other user/ system?

    Whats your current crm build version?

    Is it also not working when you are creating the same rule (i.e. same account name)?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

    Thanks for the suggestion. I tried all of those steps and unfortunately none of them worked. It seems like i cant get that warning screen to pop up at all when i create the rule. When i publish a rule that was made by the 'System Administrator' then it works just fine, but any created by a normal Account even if it has system admin rights just wont fire.

  • Suggested answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

    Hi,

    Its going to more interesting now .I think there is something wrong  in MS Dynamics which is not identifying the duplicate rule . But it will be good if we can find the solution for this. Could you please do some different way .

    I just want to know does this happening for every entity? of every field ? or only for this particular rule  you are facing the issue.

    If possible could you please check below step-

    -  unpublish all rule and publish once again your rule only.

    -  try to create another rule for another fied.

    -  Add another condition in the existing rule.

    - Try to create another custom entity duplicate rule for some field.

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

    Did you try to re-publish all rules for that entity? It won't take long to try:)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

    I tried that as well, making it say Same First Character, and then putting 4 in the box but that didn't work either unfortunately. The field is set like this

    Display Name: Client ID

    Name: accountnumber

    Data Type: Single Line of Text

    Field Type: Simple

    Format: Text

    Maximum Length: 4

    IME Mode: auto

    Thanks for the idea though!

  • Suggested answer
    gdas Profile Picture
    gdas 50,089 on at
    RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

    Hi ,

    Which type of field are you using ?

    Can you please use expression "Same First Character" (with mention number  of character ) instead of  "exact match" .

    Just giving you another another work around.

    Hope this helps.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

    Here is a video that shows it not working with a testing account but the same account name rule working at the same time. It is really weird what is going on for sure... https://youtu.be/ZIY9VkzfCk4 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

    yes it is published... haha

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: Duplicate Detection Rule doesn't warn you on create if it is a custom one

    Try to "Re-publish" all duplicate detection rules for that entity (unpublish, then publish)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,387 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans