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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Duplicate warning and ...
Microsoft Dynamics CRM (Archived)

Duplicate warning and errors even when no duplicates found

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Posted on by Community Member

Hello

I've had several issues sofar with duplicate detection in CRM 2013 and would like some advice/ideas.

One of them was an error when qualifying the lead as a new contact to an existing account or as an existing contact on an existing account (using the parent account / contact fields for the lead).
This was resolved by unpublishing the "contacts with same first and last name" rule. In the case where the contact exists I can maybe understand that this might bother the process (even though the 'parent contact/account' is an out of the box functionality and the duplicate detection rule is one of the standards that came with the install so I would have thought this would work together). But in the case where the contact doesn't exist yet I don't see why this rule would cause a problem!?

The error message said "There is no active transaction. This error is usually caused by custom plug-ins that ignore errors from service calls and continue processing" - we do have one plugin that calculates discounts and VAT on the opportunity but it doesn't cause problem in any other case of lead qualification and unpublishing that specific contact duplicate rule makes the error go away...
Any thoughts about this? Just curious, as we can live with me doing manual duplicate detections on contacts once in a while (even though not optimal)

 

Another issue we're seeing is a duplicate warning when wanting to qualify a lead to a contact / account, even though there are no duplicates for this lead in the system. This is slightly annoying and lessens my trust for the actual duplicate detection rules, but this also blocks our automatic conversion in our support interface: Whenever a person that is at the moment a lead in our crm fills in our support webform, a duplicate check is performed on our side on emails, names, company names and our own website ID and if nothing found the lead is converted into account/contact and a support case is created.

Any ideas on this "false" duplicate warning?

 

thanks! best regards
Leopoldine

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  • Community Member Profile Picture
    Community Member on at

    Hello Leopoldine,

    This set will help you to run the duplicates manually. The rule duplicate detection rule should always be set on email  address instead of first or last name.

    In many case the rule on First name and last name gives problem.

    Please follow the below steps for real time duplicate detection.

    1. Download SDK for Dynamics CRM 2013 using following link - www.microsoft.com/.../details.aspx

    2. Unpack it to your hard drive and open \SampleCode\JS\DuplicateDetection. 3. Import solution DuplicateDetectionSample_1_0_0_0_managed.zip to your CRM:

    3. Open entity form where you want to activate feature back (for example contact) and add OnSave event handler as it shown on following screenshots:

    We have to select “SDK.DuplicateDetection.js” script.

    Function name should be “SDK.Sample.DuplicateDetection.onSave”  and Here are parameters that have to be passed to onsave event handler:

    false,

    "contact",  

    "contactid",  

    ["fullname", "firstname", "lastname","emailaddress1"],

    "sample_/duplicateDetection/ShowDuplicateContacts.html",

    "dialogHeight: 250px; dialogWidth: 600px; resizable: yes; status: no;"

    4. Save form and publish changes.

    5. Open new contact form and try to create contact that would be potential duplicate. If you have done everything in a right way you will see following popup:

    Full documentation and installation instructions are located in \SampleCode\JS\DuplicateDetection folder in document ReadMe.docx.

    Regards,

    Dinesh 

    Microsoft Dynamics™ CRM Support Engineer

    "Please mark my answer as verified if you found it helpful"

  • Community Member Profile Picture
    Community Member on at

    Hi Dinesh,

    Thanks for your answer!

    I was hoping that the built-in duplicate detection function and rules would be usable as it is in some way to keep running in the background, but I'll test and ask our developers to have a look at your solution when they have some time! For now we have "solved" the problem by deactivating the one problematic rule to be able to qualify leads, and living with the false and uniformative pop-up for the rest.

    Best,

    Léopoldine

  • Community Member Profile Picture
    Community Member on at

    This warning is about a potential duplicate contact or account creation, not duplicate lead.  When you are qualifying you are creating new records, and the detection is being done on those.

  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi,

    The error message that says "There is no active transaction" is definitely coming out of your custom code. Something is causing an exception to occur in your code (a bug), but after the exception, your code continues and tried to process more steps. The next step is what's giving the error.

    Hope this helps! I'd appreciate if you'd mark this as Verified answer.

    Thanks,

     Aiden

  • Community Member Profile Picture
    Community Member on at

    yes, indeed - which is why it was puzzling, since it was giving us errors even if there were no duplicate accounts / contacts :)

    in any case - I've done a lot of changes in the CRM WorkFlow that initializes the opportunity at creation (made more things by mapping and less in the WF) and I believe there was some strange conflict there as I've now tested reactivating that specific contact duplicate rule that used to be problematic and things seem to work now. (fingers crossed)

  • Community Member Profile Picture
    Community Member on at

    Thanks for the answers!

    our custom code is running only at update of certain specific fields in the opportunity and not at creation - but i believe now it was something in a CRM workflow initiated at opp creation. The Wf is now much 'lighter' and the contact duplicate detection rule isn't blocking the qualification of leads anymore.. not that i see any relationship but I won't touch anything anymore there for a while now ^^

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