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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Duplicate Detection Ac...
Microsoft Dynamics CRM (Archived)

Duplicate Detection Across Busines Units D365 V9

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Posted on by 2015crm 390

Is it possible for duplicate detection to work across business units, e.g contact exists in business unit A, user in business unit B goes to create contact with exact same name and DOB can it flag up as a duplicate?

I know there is an add on available which can acheive this but is it possible out of the box in V9?

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  • Verified answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    Hello there ,

    when the duplicate detection functionality is run by the user, it only checks against records that the user has access to.

    There are a few different ways to handle this situation:

    1. Allow users read rights to all records, accounts . This might not be the best option as this is the reason you set up your CRM hierarchy.

    2.Create a new security role that has permission to the whole organization and grant one person this role. This user would then be required to create any new records that you want the duplicate detection turned on for.

    3. Create a duplicate detection job that is run by an administrator user that has organizational rights to the lead, account and contact entities. Any duplicate records would have to be merged by a user who has rights at the organization level.

    mark my suggestion as verified if helpful.

  • Community Member Profile Picture
    Community Member on at

    Hi,

    You can adjust it in Security Roles > Core Records > Duplicate detection rules 

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