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Customer experience | Sales, Customer Insights,...
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Case record duplicate detection

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How to prevent to creating duplicate records in case entity. 

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  • Verified answer
    Pradeep Rai Profile Picture
    5,489 Moderator on at

    Hi,

    Please create alternate Key on required field.
    https://neilparkhurst.com/2017/05/25/mb2-716-microsoft-dynamics-365-customization-and-configuration-alternate-keys/

    if you have custom logic to define the duplicate records then you Write Plugin on create of case entity to validate the case records as described below:
    https://carldesouza.com/dynamics-365-raise-error-plugin/

    You can also, you Duplicate detection rules to prompt user before saving records.

    https://www.marksgroup.net/blog/dynamics-365-duplicate-detection-rules/

  • Verified answer
    Amit Katariya007 Profile Picture
    10,409 Moderator on at

    Add a JS or a plugin which will show error to the users before saving the record. You can customize the logic using the code. And the best part is that you can force user to avoid duplication which will be more efficient.

    Thank You,

    Amit Katariya

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