Preventing Duplicate Contact Creation of incremental run of CRM Data

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Posted on by CRM Beginner

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Hi,

I am working on removing duplicates from CRM. I have worked on deactivating duplicate records having same email address. And created a table in Database storing inactive customer's id mapped to GoldenCustomer's id. Now, i want to write a plugin in which i want if next time duplicate record comes in incremental, it will fetch data from this stored table and won't create a new record.

Any suggestions on how to proceed with this approach?

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Verified answer

Alex Fun Wei Jie 33,626 on at

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RE: Preventing Duplicate Contact Creation of incremental run of CRM Data

Hi,

you can create a plugin and trigger on that entity record creation or update, apply you checking logic, and throw some meaningful error message to user once criteria is met.

docs.microsoft.com/.../use-invalidpluginexecutionexception-plugin-workflow-activities

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Preeti Sharma 2,678 on at

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RE: Preventing Duplicate Contact Creation of incremental run of CRM Data

Hi,

If you are looking for solution to update a record if it already exists rather than creating a new record, then you can use Upsert request in your plugin.

Following links may be helpful to you for same:

1. docs.microsoft.com/.../use-upsert-insert-update-record

2. community.dynamics.com/.../upsert-request-using-alternative-key

3. docs.microsoft.com/.../sample-insert-update-record-upsert

Hope this helps:)

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CRM Beginner 795 on at

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RE: Preventing Duplicate Contact Creation of incremental run of CRM Data

Hi,

Can you suggest me is it possible to deploy a plugin on create and update of 3-4 entities?

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Dynamics365 Rocker 7,755 on at

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RE: Preventing Duplicate Contact Creation of incremental run of CRM Data

Hi,

Why are you not using Duplicate detection rule?

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CRM Beginner 795 on at

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RE: Preventing Duplicate Contact Creation of incremental run of CRM Data

No, my requirement is somewhat different..I am at last step where i need to write a plugin and then update a lookup field of all child records of a customer entity on create / update..That's why i am asking..can i do it for more than one entity?

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Alex Fun Wei Jie 33,626 on at

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RE: Preventing Duplicate Contact Creation of incremental run of CRM Data

Hi,

what do you means by can i do it for more than one entity?

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Piyush Paliwal 817 on at

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RE: Preventing Duplicate Contact Creation of incremental run of CRM Data

with this, if you mean that you want to fire the same plugin on multiple entities then yes you could do that.

Create different SDK processing steps for all the entities where you want this plugin to fire

In your plugin code have a switch statement based on the entity logical name present in the context's target.

Perform the necessary logic.

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CRM Beginner 795 on at

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RE: Preventing Duplicate Contact Creation of incremental run of CRM Data

Thanks Piyush.

This is exactly what i was asking for.. Stuck in one more sitution, Can i integrate SQL Server with Plugin? Or i mean can i access external SQL Database with Plugin code?

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Alex Fun Wei Jie 33,626 on at

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RE: Preventing Duplicate Contact Creation of incremental run of CRM Data

Hi,

For SQL and plugin , you can refer below article.

blogs.msdn.microsoft.com/.../accessing-a-sql-database-from-a-microsoft-dynamics-crm-plug-in

But you are using CRM online, you cant do that, so you have to create a web service to achieve that.

community.dynamics.com/.../171481

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Piyush Paliwal 817 on at

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RE: Preventing Duplicate Contact Creation of incremental run of CRM Data

Yes you can. Refer to the article that @Wei shared, however I would rather suggest you against it. You should create a web service/API which interacts securely with SQL Database and from your plugin code you should fire up methods from this service.

Let me reiterate, I would highly recommend not interacting with SQL directly from within your plugin code.

PS: Please close the thread with a verified answer if the responses here helped you resolving the issue.

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