Understanding the Duplicate Detection View
December 30, 2015

Have you ever run a duplicate detection job and wished you could change the view columns to help when you’re comparing potential duplicates? The good news is you can! But

Duplicate Detection in CRM: Clean Data is Happy Data
December 28, 2015

Duplicate detection is sometimes neglected in the day-to-day management of CRM, but it plays a huge role in data quality and should definitely not be overlooked. In today’s blog, we

Using Duplicate Detection Rules in CRM 2013 When Qualifying a Lead
February 4, 2014

As you may have noticed, Microsoft CRM 2013 no longer supports duplicate detection on individual records for updated user interface entities or custom entities. However, this functionality is still present

Duplicate Detection and Security Roles in Dynamics CRM
August 6, 2013

The duplicate detection functionality in Microsoft Dynamics CRM was developed to help you maintain integrity of your data. You can configure duplicate detection rules for any entity in CRM. The

Dynamics CRM Data Import – How to Use a Unique Field to Create a Relationship with Another Entity
April 24, 2013

The out-of-the-box Dynamics CRM data import feature provides some great functionality, such the ability to create records, update existing records, and create attributes for an entity on the fly. For

Scheduling Duplicate Detection in Dynamics CRM 2011
March 1, 2012

Keeping your data clean within CRM can be large responsibility. Scheduling duplicate detection in Dynamics CRM 2011 can help keep our data clean with minimal effort. First, navigate to Duplicate

Large DuplicateRecordBase Table in CRM 2011
January 20, 2012

At PowerObjects, we recently had a client that created a bad ‘Duplicate Detection’ rule in CRM 2011. This caused the ‘duplicateRecordBase’ table to grow to over 8 GB in size.

Microsoft Dynamics CRM 2011 Update Rollup 5 – Features Overview
November 23, 2011

In late October, Q4 2011 Service Update (also known as CRM 2011 Update Rollup 5 or UR5) was published and is the first release of Microsoft’s new program to rollout

Avoiding Duplicate Records Part 3 of 3 Microsoft Dynamics CRM
February 1, 2011

Business Issue Duplicate records are being entered into the system during imports and manual entry. Solution This is the third segment of a three part series on avoiding duplicate records.