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Duplicate Detect with Business card

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Posted on by 10
Hope you are well
Could you please help me with one solution please that would be great help for me.
Situation - our sales person attending a trade fair where they are getting lots of business card.
We want to know that which card details are already in our Dynamics CRM as soon as possible.
I know we have scan option in mobile device then quick create form will open and after saving the record we get pop up for duplicate.
Please advise any other solution.
  • AriaConsulting Profile Picture
    AriaConsulting 2,647 on at
    RE: Duplicate Detect with Business card

    Pradeep,

    That's what duplicate detection DOES.  What functionality are you wanting that dupe detection doesn't provide?

  • Pradeep Singh Profile Picture
    Pradeep Singh 10 on at
    RE: Duplicate Detect with Business card

    Sorry my question is bit different, What suggestion or solution we have so that we can identify that business card information is already in our system.

  • Suggested answer
    Nya Profile Picture
    Nya 29,043 on at
    RE: Duplicate Detect with Business card

    Hi Pradeep,

    Do you mean that you need to give duplicate prompts when duplicate contacts are scanned and saved?

    If yes, you can set up duplicate detection rules according to your request.

    Here is the documentation which contains detailed steps.

    Set up duplicate detection rules to keep your data clean - Power Platform | Microsoft Docs

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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