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Customer experience | Sales, Customer Insights,...
Suggested Answer

Customize Duplicates found view in Duplicate Detection

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Posted on by 108
Hi Team,
 
I come across an issue in customizing the columns shown on Duplicates found: view in duplicate detection dialog we get when configured the duplicate detection. We get two views
  1.  Current Record
  2.  Duplicates found:
As per MS Learn Documentation, I could able to manage in customizing the columns for /Current Record/ View. But unable to find a way to customize columns for Duplicates found view.
 
 
While checking the network logs, I found a web api call returning only those 3 columns in Duplicates Found View. So, I thought these columns are dynamically getting pulled out and unable to find a way to explore further.  Please share your inputs around this on the possibilities/ approaches.

 
{    /@odata.context/: https://xxxxx.crm.dynamics.com/api/data/v9.0/$metadata#accounts/,    /@Microsoft.Dynamics.CRM.totalrecordcount/: -1,    /@Microsoft.Dynamics.CRM.totalrecordcountlimitexceeded/: false,    /value/: [        {            /@odata.type/: /#Microsoft.Dynamics.CRM.account/,            /@odata.etag/: /W////633998239////,            /name/: /Anand Textiles/,            /accountnumber/: /7782/,            /modifiedon@OData.Community.Display.V1.FormattedValue/: /12/9/2021 8:44 AM/,            /modifiedon/: /2021-12-09T14:44:01Z/,            /accountid/: /314ee169-xxxx-xxxx-xxxx-000d60b0b663/        },        {            /@odata.type/: /#Microsoft.Dynamics.CRM.account/,            /@odata.etag/: /W////727640874////,            /name/: /Abhiram Agencies/,            /accountnumber/: /7782/,            /modifiedon@OData.Community.Display.V1.FormattedValue/: /6/27/2023 1:40 PM/,            /modifiedon/: /2023-06-27T18:40:46Z/,            /accountid/: /fe017469-xxxx-xxxx-xxxx-00016ccadbf5/        }    ]}
 
I have the same question (0)
  • Leah Ju Profile Picture
    Microsoft Employee on at
    Hi Partner,
    It seems to be by-design, we can't customize it.
  • SaiKrishnaGudluru Profile Picture
    108 on at
    @Leah Ju  Thank you for your inputs on this. Yeah, it seems - we cannot be able to change it. But this is changing from Org to Org. When I asked my friend to validate - they have another column added to duplicates found view. Not sure how this view is being generated. To overcome this issue, I come up with an approach to use Custom Pages as below...
     
     
    Ignore and save : simply saves the record and closes the window
    Merge: Merges the current record with the record selected from duplicates gallery
    Cancel: Simply closes the window.

    The work is still in-progress, but this might solve the issue.
  • Suggested answer
    MarcoGrimaldi Profile Picture
    2 on at
    Hi,
    the LOWER grid is dynamic, based on the fields selected in the duplicate detection rule.
     
     
    Question: Can you tell me how you manage to customize the GRID on the TOP?
  • Suggested answer
    Froilan Pronto Profile Picture
    8 on at
    Hi @Marco Grimaldi. It looks like the field is automatically added in the grid view after you add the field as part of the criteria for duplicate detection. For example below I add Job title as another criteria to check for duplicate detection in Contacts. 
     
    Then the Job Title is automatically added in the top grid(Current record) and below grid(Duplicate record)
     

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