Sonoma Partners Microsoft CRM and Salesforce Blog

Dupe Detection on Create/Update Returned to Dynamics CRM 2013…with a bug

One of the biggest features removed when Microsoft Dynamics CRM 2013 was released was Duplicate Detection firing on creates/updates.  While duplicate detection remained via scheduling system jobs, the popular feature of seeing the pop-up appear on creates/updates was removed.

Needless to say the CRM community was in uproar, prompting some users and partners to create their own solutions to backfill the gap that was left by removing this 2011 feature such as this utility by Jason Lattimer.

With the Spring 2014 release that’s started to trickle out to CRM Online orgs, Microsoft has taken this community feedback and put duplicate detection on creates/updates back in.

image

However, be aware that while Microsoft has pleased many by making this functionality available once again, they didn’t quite get it right.  If you disable duplicate detection rules from running on creates/updates within the settings, the rules still fire and your users will still see the dialog when they create or update records that match a duplicate detection rule.

image

The only way to disable duplicate detection from firing on creates / updates is to uncheck the “Enable duplicate detection” checkbox which in turn disables it across the board (on data imports, from MS Outlook, and via scheduled system jobs).  Even if you uncheck “Enable duplicate detection” and recheck it (while leaving the creates/updates unchecked), after republishing your rules, the dialog will still fire on create and update. 

Note:  If you uncheck “Enable duplicate detection” and recheck it, you’ll have to republish your rules as disabling it system wide unpublishes all rules.

Hopefully Microsoft will release a patch soon for this slight oversight so that users can take full advantage of the duplicate detection feature as they did pre-CRM 2013.

Topics: Microsoft Dynamics CRM Microsoft Dynamics CRM 2011 Microsoft Dynamics CRM 2013 Microsoft Dynamics CRM Online