Duplicate detection rule by business unit RRS feed

  • Question

  • Hi there,

    Our CRM is used by multiple business units and they have different requirements for duplicate detection rules. For example, BU A would like to detect exact duplicate on Email Address 1 only, and BU B detects duplicates on Mobile only but allows duplicate email address 1.

    I have User 1 in BU A and owns the Email Address 1 duplicate check rule. Then I have User 2 in BU B trying to create a record with duplicate Email Address 1 and the Email Address 1 duplicate check rule fired. The Security role of User 2 allows CRUD access to Duplicate Detection Rule at business unit level.

    How do I configure so that only Mobile rule is fired for User 2, and only Email Address 1 rule is fired for User 1?



    Tuesday, March 3, 2015 5:28 AM

All replies

  • Hello Henri,

    OOB duplicate detection is global setting and in case you will use it - the same rules would be used for all users in all BUs. To solve your problem you will have to develop own solution to implement your scenario.

    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    Tuesday, March 3, 2015 6:38 AM