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Customer experience | Sales, Customer Insights,...
Suggested answer

Duplicate Detection to check same email in different fields (personal and business)

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Is there a way create a duplicate detection rule that checks Contacts for the same email address in different email fields? The example is to find contacts to have the same details in their Personal contact information and the Business contact information. Eg:
 
Contact:
First Name: Jane
Last Name: Citizen
Personal Email: jane.citizen@example.com
Business Email: (blank)

 
First Name: Jane
Last Name: Citizen
Personal Email: (blank)
Business Email: jane.citizen@example.com
 
I cannot work out how to create a rule to capture these instances.
  • Dengliang Li Profile Picture
    Microsoft Employee on at
    Duplicate Detection to check same email in different fields (personal and business)
    Hi,
     
    I'm afraid this can't be implemented through duplicate detection rules.
    Duplicate detection rules cannot test for duplicates for multiple field values within a single record.
     
    For example, I created a duplicate detection rule for the /Business Email/ field and the /Personal Email/ field.
     
    Two records are detected as duplicates because the /Personal Email/ field and /Business Email/ field have the same value.
     
    However, this record is not detected even though the /Personal Email/ field and the /Business Email/ field have the same value.
     
    This is because the duplicate record detection rule compares between records, not within each record.
     
     
    Best Regards,
    Dengliang Li
     
  • CU19060503-0 Profile Picture
    on at
    Duplicate Detection to check same email in different fields (personal and business)
    Thank you for the detailed suggestion and screenshot Dengliang!
     
    In this case I am unable to use Power Automate Flow, and also need the Contacts to appear in the standard Duplicate Detection process instead of an email notification.
  • Suggested answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
    Duplicate Detection to check same email in different fields (personal and business)
    Hi,
     
    This can be implemented with Power Automate Flow.
     
    The OData filter expression first filters out records where the Personal and Business email fields are not empty, and then filters out records where the Personal and Business email fields have equal values.
    (cred6_personalemail ne null and cred6_businessemail ne null) and (cred6_personalemail eq cred6_businessemail)
     
    Export duplicate contacts to an HTML table and send them via email.
     
     
    The results are shown below.
     
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
     

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