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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Stop creating duplicat...
Microsoft Dynamics CRM (Archived)

Stop creating duplicate records

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Posted on by Dineth

Hi All,

Is it possible me to create a alternate key by combination of First Name and the Last Name in contact entity. I want to stop user creating duplicate records with same first and Last Name. Or are there any other good way of doing this. 

Thanks. 

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I have the same question (0)
  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    this is what i can think of.

    First, ,Please do not to use the first name and last name . As far as i know, the name can be the same especially comes to Chinese.  

    Secondly, i would recommend you to use email ( required some extra work) or Personal identity number as an alternate key.

    you can refer to this blog for more information regarding alternate key.

    Thanks

  • Dineth Profile Picture
    Dineth on at

    Yes my preference is to not to use First Name And Last name for a key, I thought about the email, but some records doesn't have an email.

    So I have created a integer field  called Member ID and assigned values when I m migrating data from other data base.

    But the issue is organisation doesn't use Member ID to identified members, they are using only the First name and Last Name.

    So end user can create a duplicate name with different Member ID.  Any idea please?

    Thanks.

  • Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    Would be a great start for you to recommend them to implement such Contact ID to differentiate the contacts or implement some rule on it (email address must be provided before they can create the contact) . Try your best to convince them by showing the poc and explain the reason behind it.

  • Dineth Profile Picture
    Dineth on at

    If I do so how can I do auto increasing on Member ID when user create a next record.

    Thanks.

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    if you wish to write the code yourself, first you have to understand the locking mechanism

    What is Locking mechanism

    [View:http://www.mscrmtutorial.com/2015/11/locking-mechanism-in-ms-crm.html:750:50]

    How to code it

    [View:http://ajontech.blogspot.my/2016/05/locking-mechanism-for-auto-numbering.html:750:50]

    Third Party solution 

    or you want to save sometime you can get the free solution from below url

    (V9.0)

    [View:https://community.dynamics.com/crm/b/365lyf/archive/2017/10/08/d365-v9-0-a-feature-a-day-auto-numbering-in-v9-0:750:50]

    below CRM 2015 and CRM 2016

    crm2015autonumber.codeplex.com/

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