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Customer experience | Sales, Customer Insights,...
Answered

Lead Qualification without Duplicate Detection Popup

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Hello Community,

When working with the Lead entity record in Dynamics 365, when we open the lead record form and click on the "Qualify" button to convert the lead, we get a duplication detection popup when our contact duplicate detection rules catch that the lead to be converted has a potential duplicate contact record in the system. This is good. However, if we don't open the lead record, and if we simply select the lead from the view, such as the open leads view, and if we click the Qualify button from the view, the system just goes ahead and convert the lead to a contact record without triggering the duplicate detection rule. Has anyone experienced this behaviour? Is this by design or should this be considered as a bug in the system? Because if the end user tries to convert lead records this way on the lead view, they would essentially bypass the duplicate detection rules, resulting in duplicate contacts created.

Any advice would be appreciated.

Thank you!

I have the same question (0)
  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi partner,

    Yes, some users have reported this problem.

    https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/389664/lead-qualification

    Unfortunately, this is by design.

    Duplicate detection rules for Qualifing Leads will only be triggered in the form, not in the view.

    The reason is that the Leads in the view can be qualified in batches, but we cannot show the duplicate warning for bulk qualify.

    If you want to make your suggestions, I would recommend you share it in the Idea.

    https://experience.dynamics.com/ideas

  • Community Member Profile Picture
    on at

    Thanks for the confirmation!

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