Prevent duplicates

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  Hi, Tony.
  
  You can create Pre-Create plugin which will check if the record is duplicate and if yes - just throw new exception like:
  
  throw new Exception("This record is duplicate");
  
  This approach definitely would prevent of creation of duplicates.

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  Friday, February 26, 2010 8:52 AM

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  Hi
  
  Thanks for getting back to me. Creating plug-ins is a bit complex for me. Any other suggestions? Workflow rule or possibly Jscript?
  
  Thanks again
  Tony

  Friday, February 26, 2010 9:02 AM
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  Possible with JavaScript.
  You can create retrievemultiple query to retrieve similar leads and avoid form save. Materials:
  
  RetrieveMultiple from JavaScript .
  Form save preventing .

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  Friday, February 26, 2010 9:34 AM

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  One option would be an Excel or SRS report which the sales manager could review which shows duplicates and their creators.
  
  Leon Tribe
  

  Want to hear me talk about all things CRM? Check out my blog

  http://leontribe.blogspot.com/

  or hear me tweet @leontribe

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  Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe

  • Proposed as answer by Leon TribeMVP Friday, February 26, 2010 10:35 AM
  • Marked as answer by Jim Glass Jr Friday, February 26, 2010 9:26 PM

  Friday, February 26, 2010 10:35 AM
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  Hi
  
  Your suggestion seems quite interesting. Unfortunately the suggested Jscript is a bit too complex for me. With regards to the Excel or SRS report how would I go about listing all the duplicates.
  
  My query would have to search for Leads with the same name. This is not very easy to do with an Advanced Find type search. Leads Name equals all Leads in the system?
  
  Thanks
  Tony

  Friday, February 26, 2010 10:41 AM
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  Hi, Tony.
  
  If you want to use report for duplicates identification you can use following query as a base for your report:
  
  

  Select Distinct
  	fullname
  From FilteredLead l
  Where Exists (Select * From FilteredLead Where leadid != l.leadid and fullname = l.fullname)

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  Friday, February 26, 2010 11:25 AM

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  Hi Tony, all you need to do is run a Duplicate Detection Job based on a Duplicate Detection Rule you have created. This is all standard functionality from the Settings > Data Management area and discussed in the Microsoft Dynamics CRM 4.0 User's Guide (page 42) if you need help.
  
  Unfortunately, the contents of the View Duplicates window can't be exported or printed, but it is a useful window for you, your users or their managers to spot and resolve duplicates.
  
  One of my customers has a similar issue and decided that it was better to turn off the duplicate warnings (because users just ignored the warning anyway) and they had assistants in each area trained as a CRM super user responsible for data quality and resolving duplicates.

  • Marked as answer by Jim Glass Jr Friday, February 26, 2010 9:26 PM

  Friday, February 26, 2010 1:54 PM

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  In reflection, Neil's idea is probably the most elegant as long as the sales manager is happy to run a duplicate job.
  
  However, for Excel you could have a simple dynamic export which lists the records and a second column with a countif column to count dupes. The manager then filters the column for a count greater than 1.
  
  Leon Tribe
  

  Want to hear me talk about all things CRM? Check out my blog

  http://leontribe.blogspot.com/

  or hear me tweet @leontribe

  ---

  Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe

  • Proposed as answer by Leon TribeMVP Friday, February 26, 2010 8:56 PM

  Friday, February 26, 2010 8:56 PM