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Posts Tagged ‘Duplicate detection’
Duplicate detection functionality in CRM 2013
January 6, 2014
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In CRM 2013, Duplicate record detection feature on create/update form has been removed due to the ‘Auto Save‘ functionality, which saves the form frequently.
Below are the 2 ways we can bring back the functionality.
Solution provided in CRM 2013 SDK
- In SDK there is a recommend approach to enable the duplicate detection feature on a required entity Create\Update form.
- Download the CRM 2013 SDK, navigate to “SDK\SampleCode\JS\DuplicateDetection\ReadMe.docx” document to get more information.
- Here is an useful article with screen shots on the same.
Note –
- We might need to disable your ‘autosave’, otherwise ‘autosave’ keeps triggering the duplicate detection
- Refer this article how to skip autosave on onload or onsave.
CRM 2013 Duplicate Detection tool codeplex
- There is a solution on codeplex which gives you the duplication detection functionality.
- Download
🙂
Categories: CRM 2013
Auto Save, CRM 2013, Duplicate detection
Entity was not appearing in “Base Record Type” dropdown while creating ‘Duplicate Detection Rule’
October 3, 2012
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- In one of my requirement, I had to create a ‘Duplicate Detection Rule’ on my custom entity ‘Policy’.
- So to create the ‘Duplicate Detection Rule’, I opened a new ‘Duplicate Detection Rule’ form (i.e., Navigated to “Settings –> Data Management –> Duplicate Detection Rules –> New”)
- I then tried to choose “Policy” as “Base Record Type”, but to my surprise I did not find the “Policy” entity in the “Base Record Type” options list
Duplicate Detection Rule – Base Record Type Dropdown
Reason & Fix
- To find the reason, I verified ‘Policy’ entity customizations
- There I observed “Duplicate detection” checkbox was unchecked, under ‘Data Services’ section
Duplicate Detection Option
- I checked the “Duplicate detection” checkbox and Save & Published to get the ‘Policy’ entity name option in ‘Base Record Type’ dropdown of ‘Duplicate Detection Rule’
🙂
Categories: CRM, CRM 2011
Base Record Type, CRM 2011, Data services, Duplicate detection
