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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Duplicate detection no...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Duplicate detection not working while Import data

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Posted on by Harshil Shah 294

Hello Everyone,

I am having a duplicate detection rule defined on Lead Entity.

FirstName, LastName, Email & Customer-Type(custom field - Optionset) - All Exact match.

Now, We set Customer-type field value using Business rule which is having Entity level scope and I also verified it is working at the time of data import.

Now during data import First Name, Last name & Email do have values but Customer-type is not having any value (It will get value via Business Rule). If there are duplicate values still it allows importing new records. I have already enabled duplicate detection on Import data. 

So, Is there anything I can do to solve this ? Kindly let me know suggestions or alternative ways.

Thanks & Regards,
Harshil Shah

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  • Suggested answer
    Harshil Shah Profile Picture
    Harshil Shah 294 on at

    Hello All,

    One thing I understood that Business rule executes after record is created and Duplicate detection check executes before Record creates so, that might be the reason it duplicate detection not working on data imports.

    If you have any alternative to resolve this, kindly let know.

    Regards,

    Harshil Shah

  • Suggested answer
    prt33k Profile Picture
    prt33k 6,907 on at

    Hi Harshil,

    You are right - OOB Import will not work with Business Rule/Calculated Field.

    This is more like a 'Pre Validation' scenario where you want to do a calculation first and then based on the calculation you want to accept or reject a record from creation.

    I believe the way forward will be a Pre Create plugin.

    Thanks,

    Prateek

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