Manual duplicate detection with checkbox

(0) Share

Report

Posted on by Community Member

Hi, I have the following requirement:

We have duplicates in our CRM, because we are getting our contact data from ERP. I know, duplicates are to be avoided but right now I have to deal with it. Now, I need to mark my duplicates somehow but I cannot use the out of the box duplicate detection. It would mess with the ERP interface, sind ERP has duplicates.

Can I use a flow or calculated field or some other customization that marks potential duplicates with a boolean field or somehow else? Any ideas?

Entiity: Contact

Fields to check: fullname and emailaddress1

I know that this design is kind of a workaround of a workaround and not ideal. Hope someone has an idea since i ran out ...

thanks in advance, Claudia

All responses (5)

Answers (1)

Sort by

Suggested answer

Bipin D365 28,995 Moderator on at

Like (0)

Report
Copy link

Link copied!

Hi,

You could write plugin code to implement your requirement.

mylearnings26.wordpress.com/.../

Instead of throwing an error you should set your bool field value to yes in plugin code.
Verified answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi claudiarosina,

Maybe you can try to use one xrmtoolbox--Deduplicator

Deduplicator · XrmToolBox

You can export duplicate records from the tool, then use one custom column to make them ans import these records to the CRM.
Ram Prakash Duraisamy 2,289 on at

Like (0)

Report
Copy link

Link copied!

Hi,

There are three ways we can achieve this,

1. Create Duplicate Detection Rule

2. Or you can write Javascript and Block it

3. Else you can write Plugins to Achive the same

learningrefresh.home.blog/.../

Please mark as Answer if it is helpful and provide Kudos

Subscribe : www.youtube.com/.../UCnGNN3hdlKBOr6PXotskNLA

Follow me on Twitter : @rampprakashd

Blog : microsoftcrmtechie.blogspot.com
CRMJetty 3,514 on at

Like (0)

Report
Copy link

Link copied!

Hi,

In regards to your concern, you will use plug in to mark duplicate records, on creation/update of records in CRM.

Refer below links to define plug in:
https://docs.microsoft.com/en-us/power-apps/developer/data-platform/tutorial-write-plug-in
https://www.c-sharpcorner.com/article/to-register-and-debug-the-custom-plugin-in-dynamics-365-online/

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365.
Suggested answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Thanks for the tip.

I made a checkbox and with the deduplicator I know the duplicates. It's not perfekt but it works for now.