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

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Description

Hello and welcome to another Microsoft Dynamics CRM 4.0 screencast.

In this presentation I talk about the new Duplicate Detection feature in Microsoft Dynamics CRM 4.0 and its use in helping to maintain good quality data.

In addition there is a great blog post about using Soundex with Microsoft Dynamics CRM 4.0 - http://www.philiprichardson.org/blog/post/Soundex-in-CRM-40-Duplicate-Detection.aspx

Lastly, be sure to search on Duplicate Detection in the latest Microsoft Dynamics CRM 4.0 SDK

Enjoy the show!

John O'Donnell Microsoft Dynamics ISV Architect Evangelist Microsoft Corporation
http://blogs.msdn.com/jodonnell
http://blogs.msdn.com/usisvde

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The Discussion

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    Larry Combs

    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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