Dynamics Community Forum Thread Details

Add extra specific conditions for Duplicate Conditions

Greetings Microsoft Community,

I am trying to implement a duplication detection rule for imported list on Dynamics 365. We have an importing process on a daily basis, and the rules were simply created following the steps found here: https://docs.microsoft.com/en-us/power-platform/admin/set-up-duplicate-detection-rules-keep-data-clean

This was pretty straight forward and intuitive, working like a charm; however, our challenge is far greater. In order to provide specifics, please consider the following scenario:

Duplication detection Rule: Business Phone (Leads Entity). - Exact match
Specific condition we're trying to achieve: apply this rule ONLY to records with specific Lead Source (Cold Call). for other lead sources, ignore this rule.

How can we achieve this? because we got another rule coming up for duplicate email addresses with a different Lead Source.

To my understanding, so far this can't be achieved? I just need a clarification if we cannot do this, otherwise I would require some pointers for this.

thank you in advance,

Avo

Hi partner,

As I know, the OOB duplication detection rules don't support trigger conditions.

So we could try to use plug-in to do this, please refer to the following thoughts.

1.Deactive the duplication detection rules on Leads.

2.Create a plug-in at the pre-creating of Lead records.

3.In plug-in, we could set the conditions to when new record "Lead Source == Cold Call", then run duplication detection rules in two ways:

a).Using web api to trigger rules.

https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/manage-duplicate-detection-create-update

b).Using "QueryExpression" or "FetchExpression" to get the number of lead records with the same business phone of the new record, and if the number !=0, then throw an error window or update the existing record.