Microsoft Dynamics CRM (Archived)

Duplicate Detection view unable to display potential duplicate record

(2) Share

Report

Posted on by LMP

680

Hi All,

I need some help on identifying the issue we have on our system on the duplicate detection window view.

We have two CRM user. User1 which has System Admin role and User2 which don't have system Admin role but has Organization level of read privilege on Contact Entity.

When I try to create a duplicate contact using User1, I am able to see the Potential Duplicate record. screenshot below.

but when I try to create a duplicate contact record using User2, its not showing me the potential duplicate record (on the view) but it says it has 1 duplicate record on the "Contacts(1)". screenshot below.

The columns on the view are also different for each user.

If someone can point me on what could be the possible reason why this is happening, i will greatly appreciate it.

We are using Dynamics 365 v.1612 (8.2.2)

*This post is locked for comments

I have the same question (0)

All responses (14)

Answers (1)

Suggested answer

gdas 50,091 Moderator on at

Like (0)

Report

Hi ,

Could please give some brief description about the rules otherwise its difficult to say what is the exact reason for the issue.

Was this reply helpful? Yes No
Suggested answer

Shahbaaz Ansari 6,211 on at

Like (0)

Report

Hi LMP,

Is both user in same business unit??

I think User A and User B are in different business unit.

Please let me know.

Thanks,

Shahbaaz

Was this reply helpful? Yes No
LMP 680 on at

Like (0)

Report

[quote user="Goutam Das"]

Hi ,

Could please give some brief description about the rules otherwise its difficult to say what is the exact reason for the issue.

[/quote]

The rule is exact match of First Name, Last Name and Email Address for Contact entity.

[quote user="Shahbaaz Ansari"]

Hi LMP,

Is both user in same business unit??

I think User A and User B are in different business unit.

Please let me know.

Thanks,

Shahbaaz

[/quote]

They are on the same business unit.

Was this reply helpful? Yes No
RaviKashyap 55,410 Moderator on at

Like (0)

Report

Hi LMP,

Since CRM is detecting the duplicates for both the users, I don't think there is an issue with the duplicate detection. It looks more like a security issue.

Could you please confirm the duplicate record which you are expecting to be visible in the subgrid is actually visible to that user?

Was this reply helpful? Yes No
LMP 680 on at

Like (0)

Report

Hi Ravi,

I just tried it. User 2 created a contact record. User 2 tried to create a duplicate of the contact, duplicate detection window pops up but not showing the potential duplicate record. User 1 tried to create a duplicate of the contact, duplicate detection window pops up and it is showing the potential duplicate record.

Was this reply helpful? Yes No
RaviKashyap 55,410 Moderator on at

Like (0)

Report

Can you try giving sys admin and confirm if this works after sys admin?

Was this reply helpful? Yes No
LMP 680 on at

Like (0)

Report

After giving System Admin role to User 2, it works. But User 2 should not have system admin role.

The columns on the Duplicate Detection window are also different, my guess is user 2 do not have privilege to the view of User 1?

User 2

User 1

Was this reply helpful? Yes No
RaviKashyap 55,410 Moderator on at

Like (0)

Report

Yes..t does look like something similar. So when you give the sys admin, do you see the same view as user1?

Was this reply helpful? Yes No
LMP 680 on at

Like (0)

Report

Hi Ravi,

Yes I am seeing the same view.

Was this reply helpful? Yes No
Suggested answer

RaviKashyap 55,410 Moderator on at

Like (0)

Report

I tried to find how the views are displayed in that pop up. The top one seems to be from the lookup view but couldnt figure out the belpw one... checked all the views :(

Try to see if you can figure out which view it is and if user 2 has access.

If nothing works tgen i believe it is worth to contact MS support.

https://admin.dynamics.com

Hope this helps.

Was this reply helpful? Yes No