*This post is locked for comments
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.
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
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
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (