Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to modify the dupl...
Customer experience | Sales, Customer Insights,...
Suggested answer

How to modify the duplicate contact ou account view when qualifying a lead ?

(0) ShareShare
ReportReport
Posted on by Pierrelelu 25

Hello, 

when qualifying a lead, the system checks for accounts and contacts duplicates.

If there is more than one duplicate, I would like to be able to choose the right one with the right view.

I've tried to find the view used on this screen, without any success.

Any idea ?

Thanks for your help

  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    RE: How to modify the duplicate contact ou account view when qualifying a lead ?

    Hi Pierrelelu,

    I assume that you have enabled the improved duplicate detection: 

    https://learn.microsoft.com/en-us/dynamics365/sales/qualify-lead-convert-opportunity-sales#duplicate-detection-when-improved-duplicate-detection-and-merge-experience-is-enabled

    You can modify it in the corresponding lookup view: 

    1.

    pastedimage1681263474037v1.png

    2.

    pastedimage1681263569332v2.png

    3.

    pastedimage1681263646692v3.png

    4.

    pastedimage1681263734751v4.png

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: How to modify the duplicate contact ou account view when qualifying a lead ?

    Hello,

    Check this post - mscrmshop.blogspot.com/.../modifying-duplicate-detection-view.html

    It's more than 10 years old but I believe the way to tune the view remains the same.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey Pt 2

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,904 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,605 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans