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Microsoft Dynamics CRM (Archived)

Detect duplicate records in custom entity

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Posted on by

Hello Guys,

I got a reqirement where i need to detect a duplicate record in custom entity through C# code was reading a article were its says in custom entities its not supported please provide your valuable feedback

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  • Suggested answer
    Clem Profile Picture
    2,541 on at

    You can just use the out of the box solution ?

    To be able to have access to a custom entity in the Duplicate Detection Rules, you need to enable it on your Entity first.

    Then you create as usual the Rule for your custom entity.

    If you need to do this via C#, i would first think of a plugin on the Create / Update message checking the values and querying the custom entity to check if any records already exist...

    Clément

  • Suggested answer
    Zohaib Uddin Khan Profile Picture
    2,822 on at

    Hi Mehraj,

    Do the following steps:-

    1. Go to Settings - Customizations - Customize the System - Entities - Select the Custom entity (for which you want to enable the Duplicate Detection )

    2. go to Data Services section on the Custom entity page and mark the checkbox for 'Duplicate Detection'

    3. Go to settings - data management - Duplicate Detection rules - New

    With the above steps, you can achieve the solution without writing even a single line of code.  Thanks.

  • Inogic Profile Picture
    748 on at
    You may write a plugin on create of entity record. See the below link
     
     
    Hope this help you!
     
    Thanks,
    Sam
  • Alok Sharma Profile Picture
    340 on at

    HI All,

    I also have same requirement but slightly change like if user wants to still create then he can create it (duplicate record).

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