MS CRM 4.0 Duplicate Detection

Question

I am working in Microsoft CRM 4.0.I need  a duplicate check at the updation stage of contact. But i don't want the default duplcate check of crm(create/update). How i can achieve this? I don't want the duplicate detection at a contact creation, but need it at the stage of updation.

 

Any help is greatly appreciated.

Thanks in advance.

Answer 1

Well, I can think of a very crude way to achieve this, but you won't like it and it's probably not the best.

You could deactivate the standard duplicate detection and then write a routine within the onSave-event of the contact that would do the duplicate detection. However, doing this you would effectively terminate the usefulness of the on-board duplicate detection and you would have to program everything regarding duplicate detection. You could realize it with a bunch of SOAP-messages to the CRM Webservice, however I doubt that you'd like the performance.

Why exactly don't you want to check for duplicates during the creation?

Answer 2

Hi

Thanks for your response. I was tryin the same thing only, disabling the default duplicate detection at the time of creat/update and write some plugin on the updation of contact entity.

As per my business requirement, initially we are creating contact as a suspect only. After some validtion we are just updating the status of the contact, that time i need the duplicate check. After this validation only it will become a valid contact.

I am new to CRM and I am looking some help to get some code for checking the dupluicates usning some plugins or work flow.

Thanks.

 

Answer 3

Why don't you use the lead-entity for that? It's exactly designed for this purpose - an unqualified business contact that may or may not be a valid contact. Just turn off duplicate detection for that and work with it. As soon as it's qualified as a contact, you can use the built-in conversion function to deactivate the lead and make a contact out of it. If that particular contact would be a duplicate, the normal duplicate detection routine would find it and you could merge those contacts.

Answer 4

My client is very particular about this requirement. He wants to manage all these things with contact only using some contact life cycle stages. so only I am looking for this. so I exactly need the duplicate detection for a particular life cycle stage of contact. I dont think i can use default duplicate detection of CRM I need to check the contact life cycle stage and need to check for duplicate at the time of update by some code. I can start a system job for duplicate detction, but it will check the whole records. But i need only to check the duplicates with the selceted contact(contact which one I am trying to update).

 

Any Ideas?

Answer 5

In that case you'll have to write some code in the onSave-event that will fire when the contact is set to this particular stage.

You need to write a SOAP-call against the Webservice and check all contacts within the system. If you get at least one positive duplicate, you need to warn your user with an alert-box (at least). I wouldn't recommend a plugin, because it won't give you this immediate response.

Answer 6

Hi..

Thanks for your respnse. I did it using the code. But Now I am looking for some help. I am having a picklist with two values. After finishing the duplicate check I may need to add one mor value in to picklist and set that value as the current value. How to do this?

Answer 7

That sounds like standard customization to me, if I get you correctly.

Just go into the Customization of the entity, add a new value for that picklist and set it to default.