Microsoft Dynamics CRM 2011 Unleashed

Duplicate Detection Rules

You can use the Duplicate Detection Rule to manage duplicates. A duplicate record can be defined in any manner applicable to your organization and is flexible. The following example illustrates Contacts that have the same e-mail address; however, if your business rules required unique addresses, we could easily add a Duplicate Detection Rule on Address.

To access the Duplicate Detection Rule interface, follow these steps:

1. Click Settings, Data Management, Duplicate Detection Rules (see Figure 24.47).

Figure 24.47 The Duplicate Detection Rules interface.

2. By default, four predefined rules exist:

• Accounts with the ...