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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Deduplication rules fo...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Deduplication rules for parent/child accounts

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Posted on by matnikr2021 30

I have a business requirement to dissallow creation of duplicate accounts with the same VAT number, unless new submitted account form has a parent account id which has the same VAT Number. 

Is this achievable with OOB functionality of deduplication rules (I guess not)?

What would be the most elegant way to deal with issue:

1. Custom realtime workflow performing the checkup and throwing error when record is created?

2. On field change javascript controlling the duplicate Vat number?

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  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,985 Moderator on at

    Hi,

    You can create calculated field to store the Parent Account VAT number. Then you can use OOB deduplication rule to achieve your requirement.

    In case you don't want to store Parent VAT -

    You should not opt for second option as it only runs client side and it will not work when you import records/record created from integration using c# OR Web api.

    You can write plugin code to achieve your requirement/Real Time Workflow with Custom workflow activity code.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • matnikr2021 Profile Picture
    matnikr2021 30 on at

    I initially liked the idea of calculates fields, but here is a problem:

    If VAT Number is a text type of length 10, when I set up a text calculated field, regardless of my intention it gets 4000, and a maximum length for OoB deduplication rules is 700.

    Any ideas how to move forward?

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