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Getting error while trying to qualify a lead

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Posted on by AccountAccount

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In situation when we want to qualify a lead we are getting this error message:

Lead record was not created or updated because a duplicate of the current record already exists.
Error code: 0x80040333

There is no option to download additional error details.

What we have noticed is that this only happens when we want to use existing Account and Contact record which already have opportunity.
When we create new Lead with the same data we are able to ignore duplicate detection rule and to save record. But when we click on Qualify button this error is shown and we can't say ignore duplicate detection rules.

Currently there is only one duplicate detection rule on Lead entity, the default one:

When we disable this duplicate detection rule there is no any issue and Lead qualification is successful.

What is strange is that we noticed that this error is showing only on two environments, but not on the third one, even all settings are the same in all environments (the same duplicate detection rule and the same settings for duplicate detection).

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AccountAccount 151 on at

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To respond to myself:

it seems that this only happens if we try the action on the form.

If we use the same option from the list view, there will be no errors (no duplicate detection rules will be triggered). It is strange that on third environment we can still do this directly from the form.

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Leah Ju Microsoft Employee on at

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Hi Partner.

Maybe you can refer to the following link:

https://learn.microsoft.com/en-us/troubleshoot/dynamics-365/sales/troubleshoot-lead-qualification-issues-for-salespeople#error-1---there-might-already-be-a-match-for-this-account-or-contact

When you qualify a lead through the Leads grid, the system creates an account or contact even though a duplicate record exists. By design, the rule that detects the duplicate records gets disabled.

However, when you qualify a lead through the lead record form, the duplicate detection rule works. The rule prompts you with a warning to resolve the conflict if any duplicate records for account or contact are found.

https://blog.magnetismsolutions.com/blog/miguelnepomuceno/2018/11/05/duplicate-detection-when-qualifying-leads-in-dynamics-365---part-1

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Toma-SAG 5 on at

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Hi,

For anyone experiencing this issue one solution is to edit the duplicate detection rules to "Exclude inactive matching records".

https://learn.microsoft.com/en-us/dynamics365/sales/qualify-lead-convert-opportunity-sales#how-do-i-handle-lead-qualification-errors

Another option if you are just using the OOTB duplicate detection rules and have no custom rules in place is to disable the classic OOTB rules and enable the new Lead duplicate Detection experience.

NOTE: You must turn off the classic Duplicate Detection rules first for the Lead Entity under Settings > Data Management > Duplicate Detection Rules > Select OOTB Lead Rules and click "Unpublish"

Enable the duplicate detection feature

At the lower-left corner of the Sales Hub app, select Change area > App Settings.

On the site map, select Data improvement > Duplicate detection.

Turn on the Enable rules toggle.

Instructions can be found here:

https://learn.microsoft.com/en-us/dynamics365/sales/enable-duplicate-lead-detection

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