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Disqualified and new leads in dynamics 365

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Posted on by Sumaira Noor

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Hello Community Experts,

There is a requirement where, if a lead's status is disqualified and if i try to create a new lead with same email ID as that of disqualified lead, it should show an alert box or popup that "This lead already exist as disqualified" and it should not allow me to save that lead.

Kindly guide,

Best Regards,

Sumaira Noor

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Asif365 1,431 on at

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Hi Sumaira,

Please try to create Duplicate Detection Rule.

When a record is created or updated. This rule will detect duplicates when a user creates or updates a record through the mobile client, Outlook client or web client.

In the Duplicate Detection Rule Criteria section, in the Base Record Type list, choose the type of record that this rule applies to. For example, select Contacts.

In the Matching Record Type box, choose the type of record to compare. In most cases, you'll probably want to use the same record type for Base Record Type and Matching Record Type. It's also useful to be able to compare different record types. For example, you might want to compare the Email field in Contacts to the Email field in Leads.

If you want the rule to consider only active records while detecting duplicates, select the Exclude inactive matching records check box. You should also select this check box if your duplicate detection rule criteria are based on a status field.

Please have a look at below links:

rocketcrm.co.uk/.../

www.youtube.com/watch

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mequan on at

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Hi Noor,

Based on your situation I will suggest you create a duplicate detection rule to fix this issue. For more details, you may check docs.microsoft.com/.../set-up-duplicate-detection-rules-keep-data-clean .

Thanks and Best Regards

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Sumaira Noor 1,085 on at

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Thanks a lot for the response Asif and Mequan

The client is looking for some code to be triggered on "On save" which should throw an alert message or any pop up if the new email ID matches the email ID of disqualified leads

Kindly guide,

Best Regards

Sumaira Noor

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meelamri 13,216 User Group Leader on at

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Hi,

You need a plugin:

https://mylearnings26.wordpress.com/2018/06/26/detect-duplicate-records-in-ms-crm-using-plugin-c/

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Sumaira Noor 1,085 on at

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Thanks a lot for the response Mehdi. I'll try this now

I was earlier trying this code I'm unable to make it work correctly

Can i please get some help in altering this as per the requirement i mentioned?

function compareEmailID(executionContext){

var formContext = executionContext.getFormContext();

var emailID=formContext.getAttribute("emailaddress1").getValue();

Xrm.WebApi.retrieveRecord("lead", "?$select=emailaddress1&$filter=emailaddress1 eq '" + emailID + "'").then(

function success(result) {

if (result.length>0) {

Xrm.Page.ui.setFormNotification("This EmailID is exsited, please try another one!", "ERROR")

}

},

function error(error) {

Xrm.Navigation.openAlertDialog({ text: error.message });

}

);

}

Kindly Advise,

Best Regards,

Sumaira Noor

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meelamri 13,216 User Group Leader on at

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Hi,

The easiest way is to display a pop-up and clear the email when you populate the email field with a duplicate. Let me know if you need more guidance to implement this scenario.

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Sumaira Noor 1,085 on at

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Hi Mehdi,

I would like to have the guidance on the scenario you mentioned

Please guide,

Best Regards,

Sumaira Noor

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Sumaira Noor 1,085 on at

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I found solution to this using web api

Thanks all for taking time to look into my problem

Best Regards,

Sumaira Noor

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