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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Lead qualification
Customer experience | Sales, Customer Insights,...
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Lead qualification

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Posted on by YA TEH 1,217

Hi,

I had set the contact mapping strategy by emailaddress1 only. However, when I manually create a new lead and qualify it. System always create a new contact.

Anything I missed out? below is my contact matching strategy.

contact-matching.jpg

  • Suggested answer
    ManishChouhan Profile Picture
    ManishChouhan 145 on at
    RE: Lead qualification

    We faced the Same Issue YA Tech,

    -> Our assumption was Duplicate detection Doesn't Give alert for Bulk Qualify ( Even when you select 1 Lead from Entity View Grid  )  

    -> and Works fine if try to Qualify Record from Entity Form where Contact or account match Duplicate detection rule

    Then we Raised a ticket just to Confirm and Shiva from Microsoft confirmed that is the case, it will not show alert from Entity View. thanks

  • Suggested answer
    sbtron Profile Picture
    sbtron on at
    RE: Lead qualification

    Please refer to Clofly's answer - duplicate detection will only be triggered through forms.

    Let us know if you have any other questions

    Thanks

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Lead qualification

    Hi Teh, 

    I just checked the case, here is screenshot of reply:

    pastedimage1590482773138v1.png

    In a word, duplicate detection will only be triggered in Form instead of in View, it is by design.

    Regards,

    Clofly

  • YA TEH Profile Picture
    YA TEH 1,217 on at
    RE: Lead qualification

    Hi Clofly,

    Thanks for your prompt reply. Noted on that.

    Regards,

    Teh

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Lead qualification

    Hi Teh,

    Even if duplicate detection will be skipped in entitylist, but can it still work in entityrecord?

    Someone has also encountered same issue on last friday, and he has created a ticket for the issue.

    I'll inform to your once the user gets reply from ticket center.

    Regards,

    Clofly

  • YA TEH Profile Picture
    YA TEH 1,217 on at
    RE: Lead qualification

    Hi Clofly,

    Yes. When I check the contact list, I noticed a new contact was created.

    Not sure am I missing something in the setup.

    Thanks.

    Regards,

    Teh

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Lead qualification

    Hi Teh,

    Did you encounter this issue when you select a lead record in entitylist then click the "Qualify" button?

    Regards,

    Clofly

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