Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Lead qualification error

Posted on by 1,942

Hi All,

I have an active duplicate rule on lead entity (email = exact match). When I try to qualify a duplicate record the system doesn't allow me to do. 

avail-lead.png

Can that we can change this behaviour?

*This post is locked for comments

  • Suggested answer
    sandeepstw Profile Picture
    sandeepstw 4,601 on at
    RE: Lead qualification error

    Hi,

    Please check this article docs.microsoft.com/.../manage-duplicate-detection-create-update

    Also if it does not work you might have to create plugin to create records.

  • Suggested answer
    Kishor Kumar Profile Picture
    Kishor Kumar 3,702 on at
    RE: Lead qualification error

    Vignesh, I don't think we can override this behaviour.

  • Vighnesh Profile Picture
    Vighnesh 1,942 on at
    RE: Lead qualification error

    There are certain cases where CRM users need to qualify these types of records. Is there a way where we can override or modify this behaviour?

  • Suggested answer
    Kishor Kumar Profile Picture
    Kishor Kumar 3,702 on at
    RE: Lead qualification error

    Hi Vignesh,

    You have  active duplicate for lead entity and Sorry Why are you trying to Qualify the duplicate record? T

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans