Excluding Inactive Records on Duplicate Detection for Microsoft Dynamics CRM 2011

Excluding Inactive Records on Duplicate Detection for Microsoft Dynamics CRM 2011

Tired of getting errors upon import due to Inactive records in CRM 2011?



When records are deactivated manually or after a merge procedure, they are "as good as deleted"…that is until you try to import data and your published duplicate detection rules detect "duplicates" by matching the incoming records to both active and inactive records in CRM.

With the introduction of Update Rollup 5 for CRM 2011, Microsoft has given us the ability to limit Duplicate Detection to Active Records only if needed. There is a new field on the Duplicate Detection Rule Entity which must be added to the form to enable this functionality.

Follow these simple steps to accomplish this:

  • While logged in as an Administrator in CRM 2011, Navigate to Settings -> Customizations -> Customize the System
  • Expand 'Entities' -> Expand the 'Duplicate Detection Rule' Entity -> Click on 'Forms' and Double Click the Main Form.
  • Notice the available field on the right navigation pane and 'Drag and Drop' this field into the form:

     


     

  • Save and publish your changes.

As an optional step, open an existing Duplicate Detection Rule or create a new one to make sure that the field is available:


 

Another great feature introduced recently by the Microsoft Dynamics CRM Team!


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