In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Duplicate records are being entered into the system during imports and manual entry.
This is the second segment of a three-part series on avoiding duplicate records. One of the critical steps in data quality is the need to ensure that duplicate records are not entered. Part 1 introduced you to duplicate detection in Dynamics CRM and when rules can be fired. Part 2 will focus on how to set up the rules.
Dynamics CRM has some pre-built rules for leads, contacts and accounts. You can utilize these along with developing additional rules. You can have more than one rule per entity.
To create a new duplicate-detection rule:
Now that I published my rule, any time I enter a lead record with an exact email match of a contact record I will be made aware of it via the duplicates detected dialog box at the time of save. I can review the possible duplicate records, determine if it is an actual duplicate and then either proceed with the original record save or choose the potential duplicate and carry on.
You can also set the duplicate detection settings to enable duplicate detection when Microsoft Dynamics CRM for Outlook goes from offline to online and during data imports. You do this In the Navigation Pane, click Settings (1), click Data Management (2), and then click Duplicate Detection Settings (3).
Duplicate detection rules can be set up in Dynamics CRM to prohibit duplicate record entry during the creation or updating of records, when Dynamics CRM goes on and offline with Outlook and during imports. Next month we will look at setting up duplicate detection jobs.
If you have questions or are looking for assistance with Duplicate detection – please reach out to the CRM Experts at PowerObjects!
Happy CRM'ing