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How to find duplicate records in two different entities

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Posted on by Naveen K

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Hi,

We have text field "CR No" in Lead and Account entities. I want to pull all the duplicate Lead records which CR No matching with Account CR No.

I want to show all these extracted duplicate Lead records in CRM, what are the options to achieve this?

Please let me know if need any other details.

Thanks,

Yadav

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Sarah Daniel Beshay Microsoft Employee on at

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Hi Naveen,

You can try using Duplicate Detection Rules. Choose the Base Record Type as "Lead" and the Matching Record Type as "Account", and then select the field CR No from both Lead and Account to check if there is an exact match.
This is an example for comparing Lead "Email" field with "Account" "Email" field.

You can read more about Duplicate Detection Rules, how to set them up and how they work in the link below:
Set up duplicate detection rules to keep your data clean - Power Platform | Microsoft Docs

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Ram Prakash Duraisamy 2,289 on at

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Hi Naveen K,

Please create a Duplicate Detection rules in the Environment and Publish it

Entity Record = new Entity("contact");
Record.Attributes["firstname"] = "test";
Record.Attributes["lastname"] = "crm";
Record.Attributes["mainphone"] = "994473322881";

and try using

var request = new RetrieveDuplicatesRequest
{
//Entity Object to be searched with the values filled for the attributes to check
BusinessEntity = contactRecord,
//Logical Name of the Entity to check Matching Entity
MatchingEntityName = contactRecord.LogicalName,
};
var response = (RetrieveDuplicatesResponse)_service.Execute(request);

You can get the colunt in "response.DuplicateCollection.Entities.Count"

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Kristina_Skyline 90 on at

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Hello,

You should take a look at a new user-friendly De-Dupe solution published on AppSource! Depending on your need it allows you to set up duplicate detection rules using standard Dynamics 365 functionality, but to review and merge duplicates in a completely renewed and comfy interface.

No more old, user-incomprehensible list of duplicates repeating with each merging step. Plus, since it has just been launched on AppSource, the solution is FREE of charge and includes support.

Feel free to visit Skyline Consultants website for more details https://skylineconsultants.com/de-dupe-dynamics-365/.

Best,

Kristina

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