Re: Microsoft Dynamics CRM 4.0 : Duplicate Detection with John O'Donnell

Larry Combs — Wed, 08 Jul 2009 18:07:41 GMT

Hi John,

Great Information. Thanks! I have one problem with duplicate detection that I hope you can help me with.

My Contacts can have up to three email addresses, however when I try to add a duplicate detection rule to look for duplicates against all three possible address, I can’t. If someone enters an email address into the E-mail Address 2 field, then I want to setup a rule to see if that email address is already in another Contact’s E-mail, E-mail Address 2, or E-mail Address 3 fields.

It does not seem that CRM 4.0 allows this since when you try to create a rule and the Base Record Type is the same as the Matching Record Type, then it only allows you to pick one Attribute. I cannot pick the Base Record Attribute and the Matching Record Attribute like I can if the Record Types are different. That is, I can match E-mail against E-mail, but I cannot match E-mail against E-mail Address 2.

Thanks in advance for any help.

Larry

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Re: Microsoft Dynamics CRM 4.0 : Duplicate Detection with John O'Donnell