Best Practice to prevent duplicate record in crm 365

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Posted on by Keysersozeey

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Hi, I have a question, I want to prevent record in my entity to be duplicated actually, I already create a plugin that runs on pre-operation it's working but its buggy. Why its buggy? because when the record is created at the same time when I said the same time the difference between the creation of one record with another is only a matter of a millisecond. So when both are checking if the record with the same name is already created or not it will return false. I come with a solution to make my plugin runs on post-operation and make it asynchronous, but it will delete both records instead. Any suggestion for this? Thanks in advance

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keerthana katakam 5 on at

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RE: Best Practice to prevent duplicate record in crm 365

can i get the code you have written?

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Community Member on at

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RE: Best Practice to prevent duplicate record in crm 365

The only thing I'm not sure of is the merging of records part. I don't think business rules would be able to merge records together. I imagine that this could be handled through a custom plugin however we are completely native and that was part of the difficulty of my issue. Looking at your diagram I think that if it were me I would try to get someone familiar with creating a flow to take a look and see if it could be handled that way.

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Jag S 214 on at

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RE: Best Practice to prevent duplicate record in crm 365

Hi Merry,

Same here, I have multiple ways a registrant can sign-up from the portal as shown below.

Could we achieve the below with the business rules?

Thanks

Jag

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RE: Best Practice to prevent duplicate record in crm 365

In my case there were three different criteria in the workflow and the workflow kept triggering on a different one of the three and created duplicates. I tried the alternate key as well as a duplicate detection rule and those did not prevent duplicates. I created a business rule that evaluated for the various combinations of the three criteria and then added a simple yes no field on The entity and used to that in the workflow. I was able to stop the duplicates because once the value is yes the workflow no longer triggered.

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Jag S 214 on at

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RE: Best Practice to prevent duplicate record in crm 365

Hi Keysersozeey,

Did you find a solution as I have a similar issue.

Thanks,

Jag

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Rawish Kumar 13,758 on at

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RE: Best Practice to prevent duplicate record in crm 365

Hi Merry,

An alternate key is essentially created at the database level which signifies that from no matter where a record is getting created i.e manual, import, workflow, plugin , integration etc. the alternate key will be enforced.

When you created the alternate key - the job was successful? I am referring to this : passion4dynamics.com/.../alternate-key-creation-stuck-on-pending-status

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crm development 870 on at

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RE: Best Practice to prevent duplicate record in crm 365

Hi Merry, As suggested earlier, write a Plugin on pre create of record. Check duplicate record and throw an exception. This will prevent from duplicate creation.

Thanks,

Anand

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Community Member on at

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RE: Best Practice to prevent duplicate record in crm 365

Soooo I have configured an Alternate key using only the name field (text) but the records in this particular entity are created by a workflow. The duplicates are still creating. My research is indicating that neither duplicate detection or alternate keys stop a workflow from creating records. Is this true? Is there anything else or any suggestions ANYONE can offer me? We are completely native.

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Keysersozeey 195 on at

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RE: Best Practice to prevent duplicate record in crm 365

@Rawish Kumar

Hi,

Thanks for your answer i will look forward to it

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gdas 50,091 Moderator on at

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RE: Best Practice to prevent duplicate record in crm 365

Duplicate detection rules will warn you with duplicate records , but you can create and not prevent you to create.

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