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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Duplicate detection is...
Microsoft Dynamics CRM (Archived)

Duplicate detection isn't checking with unauthorized records

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Posted on by Hikmat Daghestani 170

Hello all!


I've noticed recently that that users have been creating contacts which exist in the system even though the duplicate detection rules are published and working fine. The issue however is that the user isn't authorized to "read" the existing records. 

How do I set the duplicate detection (DD) so that the user gets a DD-warning even if he wasn't authorized to read them? 

Thanks in advance. 

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  • Suggested answer
    jestuder Profile Picture
    jestuder 158 on at
    RE: Duplicate detection isn't checking with unauthorized records

    This article might help:

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

    Also on that link check the "See Also" as it has some links there that might help as well.

  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: Duplicate detection isn't checking with unauthorized records

    Duplicate detection rules will respect security role settings, so there is not a lot you can do . There is a longer explanation here:

    www.powerobjects.com/.../duplicate-detection-with-security-roles-dynamics-crm

    But, in a nutshell.. You'll have to change your security settings if you wanted duplicate detection to work on "all" contacts (besides, the point of duplicate detection is to notify the user that there is an existing record.. if the user can't access that record, such a notification won't be useful at all)

  • Hikmat Daghestani Profile Picture
    Hikmat Daghestani 170 on at
    RE: Duplicate detection isn't checking with unauthorized records

    Hi Alex,

    I have two main security roles for users, one which can see all records in the organization (global) and the other can read records in the local business unit. The local created a duplicate contact under an account. The organization level users see now doubled contacts.

    I wanted this duplicate warning so that the user could inform us and we could share this record with him instead of having two of the same record.

    I may not change security permissions for users with local business units settings due to data privacy policy issues.

    Thanks for the tip.

    Looking forward for further thoughts.

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: Duplicate detection isn't checking with unauthorized records

    Hi Hikmat,

      afaik,  you can't make Dynamics duplicate detection work that way (you''ll need to change the security).

      You might implement custom duplicate detection by adding a plugin and running it in the system context(or by creating an impersonated IOrganizationService directly in the plugin code by passing null as userid), and, then, you might use it to check for the duplicates. Then you might throw an error message from the plugin. 

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