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Session Id :
Microsoft Dynamics CRM (Archived)

Tracking Contacts from Outlook to CRM - duplicates in CRM

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A client has duplicate detection set on Contacts to match on Full Name.  A user tracked a Contact from Outlook to CRM.  Duplicate detection did not pick it up and duplicate was created from the tracked item.

Is there a way around this?  Does duplicate detection not work on what Outlook pulls into CRM?

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  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,267 on at
    RE: Tracking Contacts from Outlook to CRM - duplicates in CRM

    the answer should be found here:

    www.microsoft.com/.../track-outlook-contacts-in-dynamics-365-for-outlook.aspx

  • Suggested answer
    TNS Profile Picture
    TNS 1,195 on at
    RE: Tracking Contacts from Outlook to CRM - duplicates in CRM

    Hi Bradley..

           Check out this link...might it help:

            blogs.msdn.microsoft.com/.../duplicate-detection-in-outlook

  • RE: Tracking Contacts from Outlook to CRM - duplicates in CRM

    I assume they have since that rule is working otherwise.  My question was more around - "is duplicate detection invoked or triggered by tracking in Outlook"?

  • Suggested answer
    Andreas Cieslik Profile Picture
    Andreas Cieslik 9,267 on at
    RE: Tracking Contacts from Outlook to CRM - duplicates in CRM

    Hi,

    have you checked that the user has enabled duplicate detection as explained here:

    www.microsoft.com/.../turn-duplicate-detection-rules-on-or-off-for-the-whole-organization.aspx

    Cheers,

    Andreas

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