h1

Modifying duplicate detection rules

March 1, 2010

Duplicate detection has a built in set of rules, and while these might work well out of the box, they might not be right for you.

Computers can do great things, but they can’t read your mind, and sometimes Microsoft Dynamics CRM will identify records as duplicates even though you want to keep them separate.

 

Step-by-Step Instructions

  1. On the Navigation Pane, click Settings and then Data Management.
  2. Click Duplicate Detection Rules.
  3. Click the New button to create a new duplicate detection rule.

Tips & Tricks

  • The out-of-the-box rules might also not be strong enough.  By default, CRM only identifies duplicate contacts as contacts with the same e-mail address.
  • Adding additional rules (like a rule that finds contacts with the same last name and zip code) might yield more results in a duplicate detection job.

 

 

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: