Microsoft Dynamics CRM 2011 Unleashed

Duplicate Detection

Duplicate detection provides the system with the ability to control duplicates, and users can choose whether to accept the data.

To create a duplicate detection job, you must enable Duplicate Detection in Settings, Data Management, Duplicate Detection Rules, and at least one rule for duplicate detection must exist for the selected record type. By default, several rules exist: two for Accounts, one for Contacts, and one for Leads with the same e-mail address (see Figure 7.45). These rules are applied when working with duplicate detection in the My Workplace area. New rules added here also apply to any new duplicate detection jobs that will be run on a per-entity basis.

Figure 7.45 Duplicate detection rules from Settings, Data ...