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Microsoft Dynamics CRM (Archived)

Duplicate Detection Rules

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Posted on by

hi ,

I have  duplicates detection rules for 3 phone fields in contact entity - and it's working o.k - but i have a problem :

lets Suppose I have this 2 values in some contacts :

home number - 08-999999

cell phone number - 08-555555

i am trying to create a new contact record. at "home number" filed i enter the value 08-999999 - it's giving me message that it's already exist  - and it's fine . but when I'm trying to enter in home number filed the value 08-555555 ( the cell phone number) - it will not recognize a duplicate record and save it.

Do you have an idea how can i check duplicates in several phone fields at the same time ?

many thanks !

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  • Verified answer
    Kishor Kumar Profile Picture
    3,710 on at

    Hi Moran zolberg,

    The three duplicate detection rule will be checking for the exact characters, in your scenario when you enter [home number - 08-999999] it checks whole database in home number whether it has same number.

    Like wise the same for Cell phone. It will not cross check the fields as you said.

  • Verified answer
    Aileen Gusni Profile Picture
    44,524 on at

    Hi Moran

    Does this link make you clearer?crmadminassist.com/duplicate-detection-rules-matching-fields

    Seems like you might need plugin if still cant

    Thanks

  • Community Member Profile Picture
    on at

    thanks you very much aileen and Kishor !!

    i understand now that their is no option to do that

  • Kishor Kumar Profile Picture
    3,710 on at

    It's our Pleasure..

    Happy!!! CRM ing :)

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