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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to modify the dupl...
Customer experience | Sales, Customer Insights,...
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How to modify the duplicate contact ou account view when qualifying a lead ?

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Posted on 11 Apr 2023 15:01:38 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 12 Apr 2023 at 01:42:22
    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 84,331 Most Valuable Professional on 11 Apr 2023 at 22:55:06
    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.

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