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Microsoft Dynamics CRM (Archived)

Duplicates Detected vs Duplicate warning

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Posted on by 2 User Group Leader

Hi, 
I have noticed that there are 2 types of Duplicate check pop-ups: Duplicates detected (where it actually says what is duplicate) and Duplicate warning (which is completely empty). 

Why is there 2? What is the purpose of the Duplicate Warning pop-up if it is just empty? 
Capture-_2D00_-Duplicate-warning.PNG

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  • Verified answer
    ashlega Profile Picture
    34,477 on at

    Hi,

     I think the second one occurs on lead qualification, and, it seems, it's been there for a while:

    community.dynamics.com/.../211769

     There is a reference to a plugin there that may help with this:

    ashwaniashwin.wordpress.com/.../modify-lead-qualification-process-in-microsoft-dynamics-crm-2013

  • Inogic Profile Picture
    743 on at
    Hi,
    I understand your confusion about the two different duplicate check pop-ups in Dynamics 365. While the system offers both "Duplicates detected" and "Duplicate warning" messages, they serve distinct purposes.
    • Duplicates detected: This pop-up appears when the system identifies potential duplicate records based on pre-defined rules. It provides details about the specific fields that caused the match, allowing you to make an informed decision about merging or keeping the records separate.
    • Duplicate warning: This pop-up, however, doesn't provide specific details about potential duplicates. It acts as a general alert, flagging the possibility of duplicates without concrete evidence. This can occur when the rules are configured to check for duplicates based on limited criteria, leading to a warning without pinpointing the exact matches.
    To address potential duplicates effectively, you should explore DeDupeD App by Inogic.
    DeDupeD is a data deduplication app by Inogic. It enables you to detect, prevent, and merge duplicate records of any and all entities, be they (OOB or Custom). With DeDupeD, you can:

    Detect Duplicates: The app shows Form Notification to inform users about existing duplicates for a record.  Additionally, by clicking on the “Show Duplicates” button, users can view duplicate records from any corner of the CRM.
    Prevent Duplicates:  The app displays a duplicate prevention pop up with all the existing duplicates of a record to prevent duplicates from entering the CRM system.
    Merge Duplicates: Identify and merge the duplicates directly from the record forms. You can establish a master record and merge all subordinate records into it.
    Mass Merge Historical Duplicate Records: With DeDupeD’s Windows-based tool, users can merge up to “N” number of history duplicate records in Bulk. This ensures a clean and accurate data environment.
    There is much more to DeDupeD’s amazing features.

    To try this app for your crm data cleaning needs, download your 15-day free trial from our website or Microsoft AppSource.
     
    Thanks!

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