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Duplicate Detection jobs

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  • 1.  Duplicate Detection jobs

    SILVER CONTRIBUTOR
    Posted 14 days ago
    Hello everyone,

    We Are experiencing issues using Duplicate Detection Jobs;

    Results sometimes are not correct, the way the records are showed are not user-friendly;

    1) Are there WorkArounds that we can use to make Duplicate Detection activities more effective?
    2) what are the best practices (excluding duplicate detection rules and duplicate detection jobs) that we can use in Duplicate Detection activities ?

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    giovanni manunta

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    Conference-CRMUG_200x200


  • 2.  RE: Duplicate Detection jobs

    TOP CONTRIBUTOR
    Posted 13 days ago
    If your duplicate detection rules are returning too many false duplicates, you might need to adjust the rules.  If you post the rules here, I'm sure the community can help you figure out what should be changed.  Another possibility is bad data...I've seen false duplicates get flagged when users enter a default phone number or email address using the same value on many records - or if you have a lot of contacts at the same company where you use the company's main number in the contact record.  If you have any scenarios like that, you might need to exclude a particular field from your duplicate detection rules.  As for making the results window more user friendly, you can adjust what columns you see there to get a better view of the fields you need to compare - I believe the duplicate detection window uses the lookup view for the entity.

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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    Conference-CRMUG_200x200


  • 3.  RE: Duplicate Detection jobs
    Best Answer

    GOLD CONTRIBUTOR
    Posted 11 days ago
    The legendary Joel Lindstrom recently gave a great talk on this (and other quality issues) at Ignite the past week. 


    Also may be worth considering a 3rd party tool for full accurate results such as our duplicare tool. 

    Matt Beard
    Development Team Leader

    Data8 Ltd



    Conference-CRMUG_200x200


  • 4.  RE: Duplicate Detection jobs

    Posted 10 days ago

    Hi Giovanni,

    We have a solution that looks like it may assist in this matter, however we're cautious not to make any sales pitches here on the forum (to preserve the non-commercial aspect of it), so feel free to reach out to me directly at ryan.pennett@qgatesoftware.com to discuss your needs and we'll see how we can assist.



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    Ryan Pennett
    QGate Software Limited
    Mission Viejo CA
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    Conference-CRMUG_200x200


  • 5.  RE: Duplicate Detection jobs

    TOP CONTRIBUTOR
    Posted 9 days ago

    Giovanni

    Have you tried alternate keys? You can customized which fields that you want to be "unique" and keep them that way with alternate keys.

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/define-alternate-keys-entity



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    Rex Kenley Tan, MCSA, MCSD
    Tallmadge OH
    https://www.youracclaim.com/users/rex-kenley-tan

    *Always be CURRENT with JavaScript & C#, NEVER be obsolete.

    DISCLAIMER: All views expressed on this site are my own and DO NOT represent the opinions of ANY entity whatsoever with which I have been, am now, or will be affiliated.
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    Conference-CRMUG_200x200


  • 6.  RE: Duplicate Detection jobs

    SILVER CONTRIBUTOR
    Posted 3 days ago
    Hello everyone,

    thanks a lot for your help, I will investigate int the alternate keys( I think that it is really smart) and I also want to study the  Lindstrom article even if it it require time, I think that is an advanced resource(thanks matt) https://twitter.com/joellindstrom/status/1192942355999084545?s=21.

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    giovanni manunta
    Georg Fischer
    cernusco sul naviglio
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    Conference-CRMUG_200x200


  • 7.  RE: Duplicate Detection jobs

    TOP CONTRIBUTOR
    Posted 3 days ago
    I agree with Rex. Alternate keys are a great way to assert the data integrity in your instance. Try them out. Also you can create a composite alternate key as well.

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    Sunil Raheja
    Aha Apps
    Glen Allen VA
    https://www.ahaapps.com/microsoft-dynamics-crm/
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    Conference-CRMUG_200x200


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