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CRM Online, duplicate detection rule on update RRS feed

  • Question

  • Hello-

    I created a new duplicate detection rule for, say, opportunity.  The matching criteria is only Potential Customer (a lookup field).  Creating a new opportunity is fine when it finds a duplicate opportunity with the same Potential Customer.  The problem is when Updating the opportunity.  I want Duplicate Detection dialog pops up only when Potential Customer field changes.  The issue is, when I change other fields, such as description, Duplicate Detection dialog pops too.  It is very annoying.

    Looking at the out-of-box duplicate detection rule "accounts with the same Account Name", Duplicate Detection dialog pops up only when Account Name changes.  When changing other fields, such as address, description, Duplicate Detection dialog does not pop up.  I want my rule has the same effect to opportunity.

    Any idea?  Thanks.

    Wednesday, January 25, 2017 4:03 AM