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Is duplicate detection in CRM 4.0 real time? RRS feed

  • Question

  • Hey everyone,

    How does duplicate detection in CRM 4.0 work?  Is it real time?  I want one that detects if someone makes a duplicate account.  I made the rule under account, and I said Account Name is exact match, and I also put Account Name has first 15 characters match.  I have a customer in my CRM already, so I made another one with the exact same name.  Hit save, and it made 2 of them.  Is it supposed to pop up and tell me or something?  I have it published so not sure why it's not working unless I understand what it does wrong?

    Wednesday, March 31, 2010 1:32 AM

Answers

  • OK, think I have the answer:

     

    1. 1. Follow the steps outline here - http://social.microsoft.com/Forums/en-US/crm/thread/443eda5d-b5b4-4cee-99d3-5170b9882b49 (I use http://crm/ to refer to our internal CRM instance, so used the command "update DeploymentProperties SET NVarCharColumn = 'crm:80' WHERE ColumnName = 'AsyncSdkRootDomain'" on the MSCRM_CONFIG database.
    2. Issue an IISRESET command from the command line.
    3. Restart the Microsoft CRM Asynch service.
    4. Resume the system jobs associated with the duplicate detection rules.
    Worked for me anyway!

    Cheers,

    Colin

    • Marked as answer by Jim Glass Jr Friday, April 30, 2010 4:33 PM
    Wednesday, April 7, 2010 11:30 AM

All replies

  • Just an update to this, I noticed it's actually not published even though I clicked publish hours ago.  It says status Publishing.  If I open it then click system jobs, it says status reason Waiting.  If I say more actions then resume, it says waiting for resume, then after a few minutes goes back to Waiting.  If I go to Settings > System Jobs, there's tons there called Matchcode Update and they all say waiting.. :S  There were a few installed with CRM by default, like contact has the same email address.  I tried that one for fun and it actually did pop up, so not sure why the one I made won't publish and just says publishing > waiting?
    Wednesday, March 31, 2010 1:43 AM
  • Please check Duplicate detection settings -> Enable Duplicate detection check box.

    Akvelon Inc - Microsoft CRM customization services
    Wednesday, March 31, 2010 7:20 AM
  • Check if your AsyncService is up and running on the CRM Server. There´re are two ways for duplicate detection: 

    1.) Create/Update of recordset (real-time)

    2.) DuplicateDetection Job (async-job)

    Just two answer your question


    Gruß Carsten Groth http://carstengroth.spaces.live.com
    • Proposed as answer by Edwin2win Wednesday, March 31, 2010 8:21 AM
    Wednesday, March 31, 2010 7:26 AM
  • Hey there,

     

    Still no go, how do I see if that service is up and running?  I checked services.msc on my server and that's not a service name unless there's somewhere else I'd do that?

    When I test the published built in rule detection settings, like contacts with the same email address, it does work.  I made a new one that will alert if the account name is the same, but when I hit publish, it says under rules Status Reason: Publishing.  If I open it and go to system jobs, it says status reason waiting.  It's been "waiting" for a week now....

     

    If I click Settings > System Jobs, I see that one there under status reason waiting, but there's TONS under system job type Matchcode Update, then it has system job name Accounts, Contacts, Leads, over and over and over, all status waiting so it's almost like some system job there is stuck.

    Tuesday, April 6, 2010 1:38 PM
  • This is all done by the async service, so don´t search any longer. Just take care that there´re no errors with the async service. All your duplicate detection rules should be published then and crm should update the matching codes for selected entities.
    Gruß Carsten Groth http://carstengroth.spaces.live.com
    Tuesday, April 6, 2010 1:54 PM
  • But that's the problem, when I make a duplicate detection rule and press publish, it just says Publishing forever, it's been a week now.  In System jobs it just says Waiting beside it so I don't really understand why it's not publishing it?
    Tuesday, April 6, 2010 4:52 PM
  • I have the same problem - the duplicate detection rules sit at a status of "Publishing" for days on end. The CRM Async service is running (and has been restarted), there are no errors in the event log, and the duplicate detection system jobs, when manually resumed, change from "Waiting" to "Waiting for Resources" back to "Waiting".

    Anyone got an explanation as to why this is happening?

    Thanks,

    Colin

    • Proposed as answer by brightwired Wednesday, April 7, 2010 11:30 AM
    Wednesday, April 7, 2010 11:09 AM
  • OK, think I have the answer:

     

    1. 1. Follow the steps outline here - http://social.microsoft.com/Forums/en-US/crm/thread/443eda5d-b5b4-4cee-99d3-5170b9882b49 (I use http://crm/ to refer to our internal CRM instance, so used the command "update DeploymentProperties SET NVarCharColumn = 'crm:80' WHERE ColumnName = 'AsyncSdkRootDomain'" on the MSCRM_CONFIG database.
    2. Issue an IISRESET command from the command line.
    3. Restart the Microsoft CRM Asynch service.
    4. Resume the system jobs associated with the duplicate detection rules.
    Worked for me anyway!

    Cheers,

    Colin

    • Marked as answer by Jim Glass Jr Friday, April 30, 2010 4:33 PM
    Wednesday, April 7, 2010 11:30 AM
  • That worked thanks SO much!!!!  I had to just manually change it in Sql management, I went to MSCRM_CONFIG database, then tables and picked the DeploymentProperties then chose the NVarCharcolumn.  It didn't have AsyncSdkRootDomain on there so on the second tab I added that, reset IIS and it worked!!!

     

    On a site note though, how does the duplicate rule "Same First Characters" work?  I'm trying to make a rule for duplicate accounts.  So I have it if account name is exact match, then I have if account name has same first characters then I put 7 which I thought meant the same first 7 characters but it's not working.

    I have a sample company called "Dothard Services Inc" already in CRM.  If I make a new account with the same name, I get the duplicate detection warning.  If I make it just "Dothard" nothing happens".  Tried making it the first 5 characters and same thing.  Am I misunderstanding this?  I just don't want it to only be exact match because some people forget to put Inc or Ltd at the end and so on.  Thanks!

    Wednesday, April 7, 2010 12:31 PM
  • Well, if you do want a better duplicate detection, just take a look at http://marioraunig.blogspot.com/2009/03/pimp-your-duplicate-detection-with.html
    Gruß Carsten Groth http://carstengroth.spaces.live.com
    Wednesday, April 7, 2010 12:35 PM
  • If you do want a better duplicate detection, you should take a look at http://marioraunig.blogspot.com/2009/03/pimp-your-duplicate-detection-with.html Using soundex to pimp your duplicate detection...
    Gruß Carsten Groth http://carstengroth.spaces.live.com
    Wednesday, April 7, 2010 12:37 PM
  • Hey that does look good. Only place I'm confused is in the example they use Last name, so they made a new "new_soundex_lastname" or what not entity.  I want it to be for the Account name.  Do I need to make a new entity for it to work?  The example they make the new entity then it says add it to the form, but it's not working.

     

    I made a new entity "new_soundex_name" and added it to my form.  Then the onSave event I put at the end:

     

     

    
    crmForm.all.new_soundex_name.DataValue=soundex(crmForm.all.name.DataValue);

    But it didn't do anything, not finding any matches at all so not sure what I'm doing wrong?

     

    Wednesday, April 7, 2010 2:29 PM
  • Hi there, 

     

    erm, this method don;t seems to work for me. I am still having the endless "publishing" status, where backend the system job is "waiting for resources".

    any help???

     

    cheers

    Angela

    Wednesday, April 28, 2010 7:11 AM