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

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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

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Leads or Opportunities

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Haig Liu Microsoft Employee on at

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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.

2.

3.

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a33ik 84,321 Moderator on at

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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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