CRM 2013 – Duplicate Detection during Record Create and Update Operations Not Supported

With all new releases of Microsoft Dynamics CRM, Microsoft gives us some tasty enhancements and at the same time throws in some cheeky gotcha’s, CRM 2013 is no exception.

Someone at Ciber sent me a link saying here is a CRM 2013 duplicate detection solution because that functionality got removed in CRM 2011.

At this point you are probably thinking, is Hosk sure about that, well this page from Microsoft might clarify a few things

Duplicate Detection during Record Create and Update Operations Not Supported

hmmmm, well the title seem quite conclusive but let us delve a little deeper with some more details (taken from the link above)

Duplicate detection during create and update operations will not be supported for Microsoft Dynamics CRM updated user interface entities. Duplicate detection of individual records won’t be supported for custom entities as well. However, to detect duplicates in bulk, you can use the BulkDetectDuplicatesRequest message and the RetrieveDuplicatesRequest message. For more information, see Detect Duplicate Data in Microsoft Dynamics CRM. For information about updated user experience, see Updated User Experience for Sales and Customer Service and Product Update Functionality.

It explains that it isn’t supported but it doesn’t really say why they have taken this functionality away, I’m guessing autosave maybe has something to do with it because saving has changed from one save when you have finished changing an entity to lots of little continuous saves as you edit the entity

So how do you check for duplicates, well you have to run duplicate detection jobs, which will generate a list of duplicates which you will then fix.  I’m not sure if this functionality has changed but this was always a slow tricky process thanks to a clunky GUI.

So what records no longer have duplicate checking functionality, I can summarise this up very quickly – practically all of the entities no longer has duplicate checking but for a more detailed list, The following table contains a list of the updated user interface entities available in the next major release of Microsoft Dynamics CRM. These entities will not have duplicate detection support during record create or update operations:

Schema Name	Display Name
Account	Account
Appointment	Appointment
Campaign	Campaign
CampaignActivity	Campaign Activity
CampaignResponse	Campaign Response
Competitor	Competitor
Contact	Contact
Contract	Contract
Email	Email
Fax	Fax
Incident	Case
Invoice	Invoice
Lead	Lead
Letter	Letter
List	Marketing List
Opportunity	Opportunity
OpportunityProduct	Opportunity Product
PhoneCall	Phone Call
Product	Product
ProductPriceLevel	Price List Item
Quote	Quote
RecurringAppointmentMaster	Recurring Appointment
SalesLiterature	Sales Literature
SalesOrder	Order
SystemUser	User
Task	Task
Team	Team

 

 

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