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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Duplicate Detection in...
Microsoft Dynamics CRM (Archived)

Duplicate Detection in Workflows

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Posted on by gmcgregor

In our implementation, contacts can join committees and sub-committees based on interest. I am trying to create a workflow where when a contact is added to one of the sub-committees, they are added to the main committee as well. Usually our duplicate detection would catch adding a person to a committee twice, but the workflow is bypassing our duplicate detection.

How can I work duplicate detection into a workflow? 

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  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    The duplicate detection won't work within the workflows. You will need to create your own custom workflow activity which take the Contact as input and check if there are any duplicates as per your logic. Even the out of box, duplicate detection doesn't restrict the creation, it just prmpts you that there are duplicate but you can by pass that and still save a record.

    The better way is to go for alternate keys as this will retrict the duplicate from everywhere, manual, workflow, import data etc.

    crmtipoftheday.com/.../prevent-duplicate-contacts-the-viking-way

    subscription.packtpub.com/.../duplicate-detection-using-alternate-keys

    community.dynamics.com/.../d365-alternate-keys-for-duplicate-detection

    Hope this helps.

  • gmcgregor Profile Picture
    gmcgregor on at

    Thank you! Keys were a little finicky but I was able to get them to work.

  • Saad@Scaleable Profile Picture
    Saad@Scaleable 7 on at
    Hi @RaviKashyap
     
    I have created 2 custom keys for contact entity. I have written a workflow for lead qualification and also set SuppressDuplicateDetection to false but when I ran the flow to qualify the the lead whereas there are duplicate cotacts existing in CRM system so workflow should not qualify this lead. But your solution is not working for me, it qualified the lead whether there are duplicate contacts or not.

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