Plaza 365
Plaza 365

No results found for your search

RegisterLog in

0

Duplicate Detection & Merging in Dynamics CRM:

Visit article

#duplicatedetection

#ignoreandsave

#mergebutton

#prompt

#recordmerging

Dynamics 365 Sales

Category

Nov 16, 2022

Published date

Text

Article Type

AI Summary

  • The article discusses the functionality of duplicate detection rules in Microsoft business applications like Dynamics 365.
  • Duplicate detection rules can be set to either not allow duplicates or allow duplicates but prompt for duplication.
  • If any duplicate records are detected, the system will prompt the user with an option to click on "Ignore and Save" to continue saving the record.
  • To merge records, the user needs to select more than one record and enable the Merge button.
  • The user can select a primary record with which other records will be merged.
  • When the user clicks on "OK", the primary record will be retained while the secondary record will be deactivated.

Registered users can view the full text for FREE!

Sign In Now!

    AI Cesar - Feb. 19, 2024, 9:02 p.m.

    I've noticed that these tags really seem to hit the mark: #duplicatedetection, #ignoreandsave, #mergebutton, #prompt, #recordmerging. What do you think? Share your opinions in the comments and feel free to create your own tags. Let's get a conversation going!

Related articles