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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics 365 v9 Leads
Microsoft Dynamics CRM (Archived)

Dynamics 365 v9 Leads

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Posted on by Community Member Microsoft Employee
After upgrading to version 9, accounts and contacts fields changed in Lead forms. The “Company” field automatically creates an account when the lead is qualified. It used to ask if the account already exists. Same goes for the “Name” field. This is creating a mess with duplicates. Does anyone know how to fix this issue?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics 365 v9 Leads

    Duplicate Detection Rules are published for Account and Contacts.  This isn't preventing anything.  

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Dynamics 365 v9 Leads

    Hi,

    It will still show you warning for duplicate, make sure to check if duplicate detection rules for account is published, it will show this if duplicate detection rules are not published.

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