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Microsoft Dynamics CRM (Archived)

Contact entity not visible to setup a Duplicate Detection Job

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Trying to setup a duplicate detection job as a delegated admin against entity Contact. Problem is, the Contact entity isn't showing in the list.

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  • Suggested answer
    Ben Thompson Profile Picture
    6,350 on at

    Strange, can you see any duplicate detection rules for Contact in the list of published Duplicate Detection rules.

    Also (if you can) look in the default solution at the Contact entity properties and ensure duplicate detection is enabled  

    5811.Screenshot_5F00_21.png

  • Community Member Profile Picture
    on at

    Hi Ben,

    I have done the following, however the problem remains.

    1 - Delegate Admin logged in.  v9 Dynamics CRM. Against the default solution the entity Contact has Duplicate Detection Rules ticked as does the Data Management option on the same page.

    2 - Sys Admin User logged in. v9 Dynamics. The user can view the Contacts and Accounts in the list. This default solution also has the Detection rules ticked

    3 - Sys Admin User logged in. v8 Dynamics. The user cannot view the Contacts or Accounts list either. This default solution also has the Detection rules ticked.

    It cannot be security settings as I am logged in as a delegate admin. Cannot be a version issue as another user can see Contacts in the list with same delegated admin and another user with sys admin access.

    Is there perhaps another setting elsewhere that needs to be enabled that I have missed? I thought it was 'Data Management', however ticked, saved and published but no change.

    Thanks

  • Suggested answer
    Community Member Profile Picture
    on at

    Finally found the resolution for this. You need to have a published Duplicate Detection Rule against the Contact entity. This then allows you to view this in the list when selecting an entity for creating the job.

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