Duplicate contacts while email processing

(0) Share

Report

Posted on by Rdobryanskyy1

Hi,

I am new in Dynamics, but I do like how the system is built. The issue is with automatic mailing processing. Flow:

- Email cames in

- We are creating a LEAD from the email automatically

- The system creates Contact automatically.

Issues - Every time I sent the email from the same mailbox, it ends up with a new lead, which is okay, but the system automatically creates a duplicated contact. I do need a contact, but don't need duplicates. How can I configure to have contact to be created only once?

Please advise.

I have the same question (0)

All responses (6)

Answers (2)

LuHao 40,892 on at

Like (1)

Report

Hi partner,

There are two ways to avoid creating duplicate contacts.

1. Set up duplicate detection rules

Please refer to

https://docs.microsoft.com/en-us/power-platform/admin/set-up-duplicate-detection-rules-keep-data-clean

https://docs.microsoft.com/en-us/power-platform/admin/turn-duplicate-detection-rules-off-whole-organization

https://rocketcrm.co.uk/dynamics-365-duplicate-detection-rules/

2. Define alternate keys

Please refer to

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/define-alternate-keys-reference-records

https://community.dynamics.com/crm/b/passiondynamics/posts/work-with-alternate-keys

Was this reply helpful? Yes No
Rdobryanskyy1 5 on at

Like (0)

Report

Hi Hao,

Unfortunately, it didn't help. Because the Duplicate detection is not working on automated stuff, I can't disallow duplicate contacts creation. It works when I am trying to create it manually, but not automatically. As for the unique key, it will not restrict creating contact with the same email, it only restricts creating contact with the same key. I thought about the JOB which can run every day and clean them up, but what if someone adds something to one contact and another person to its duplicate, which should I delete?

Thanks

Was this reply helpful? Yes No
Verified answer

LuHao 40,892 on at

Like (0)

Report

Hi partner,

If you define an alternate key for the Email field of the Contact entity, it will restrict the creating contacts with the same email.

If you want to restrict which field cannot be duplicated, define an alternate key for this field.

Was this reply helpful? Yes No
Rdobryanskyy1 5 on at

Like (0)

Report

Hi partner,

I have added a key, but the key is still pending

And on the clicking at Create index..... I have this error

An the duplicates are not gone. :(

Thanks for helping me.

Was this reply helpful? Yes No
Verified answer

LuHao 40,892 on at

Like (1)

Report

Hi partner,

Alternate key is created only if there are no duplicates in this field.

Therefore, delete the pending alternate key first, then run the Duplicate Detection job to clean up duplicates so that the Email field for all contacts are not duplicated, and finally create the alternate key.

Was this reply helpful? Yes No
Rdobryanskyy1 5 on at

Like (0)

Report

You are a genius. Thank you. Now I need to retest this, and at the first point of view, IT WORKS!!!! Thanks a lot!

Was this reply helpful? Yes No