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Microsoft Dynamics CRM (Archived)

How to fetch multiple records in lead entity with the help of email address

Posted on by 10

Hi All,

We have a scenario, where we need to delete the duplicate records from Lead entity, now the only unique field we have which we have is and email address.

Here's an overview. We are using Net-Results and the data gets duplicated in CRM when we complete submit the records in Net Results, (we have turned off the duplicate detection rule and jobs, due to some business requirement). Now we have all this records in CRM, however the only field which is unique is an email address.

We have more than 100000+ records in lead and we need to fetch only 800 duplicate records.

We tried to fetch this records using advanced find as well as the Workflow, however the maximum limit to accept the email addresses in 40 (Single Line text)

When we execute this, we get the status as success, however no actions are performed on Lead (workflow)

5444.Untitled.png

In above image we have added the check condition as Lead:Email in [<email address1>,<email address2>]

we have also tried using Lead:Email in [<email address1>;<email address2>] (Changed the coma with semicolon)

We also tried other criteria Lead:Email Contains [<email  address1>;<email address2>]

and Lead:Email equals [<email address1>; <email address2>]

we know that the data type here is an single line text and we are trying to fetch multiple records with email addresses.

We want to know if there is any method or a delimiter or any special character which can be used to separate all the email addresses in workflow so that we do not have to go ahead and delete the duplicate records manually. Also if we cannot achieve this using workflow then what are alternate way through which we can fetch all this data using email addresses.

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  • Prashant Gamare Profile Picture
    Prashant Gamare 10 on at
    RE: How to fetch multiple records in lead entity with the help of email address

    Hello Mark,

    Thank you for your response.

    Let me try this, as I was too looking forward for the same...however not sure if that will work.

    I'll update if it works.

    Thanks

  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: How to fetch multiple records in lead entity with the help of email address

    Hello Prashant

    You could run this query as a Duplication Detection Job and it will being back based on your criteria - This will not turn the rules back on but will identify these records

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