Microsoft Dynamics CRM 2013 Customer Center
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Turn duplicate detection rules on or off for the whole organization

To maintain the integrity of your data, it's a good idea to set up duplicate detection rules to reduce duplicate records in the system. Remember that after you create duplicate detection rules, you need to turn them on.

  1. Make sure that you have the System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.

    Check your security role

    1. Follow the steps in View your user profile.

    2. Don't have the correct permissions? Contact your system administrator.

  2. Follow the step for the app you're using.

    If using the CRM web application

    • On the nav bar, click or tap Microsoft Dynamics CRM > Settings > Data Management > Duplicate Detection Settings.

    If using CRM for Outlook

    • In the Navigation Pane, click or tap Settings. Under System, click or tap Data Management, and then click or tap Duplicate Detection Settings.

  3. Select or clear the Enable duplicate detection check box.


    Note

    If your system contains a large number of records, checking for duplicates can impact performance.


  4. If you're turning duplicate detection on, select or clear the check boxes to set when duplicates are detected:

    • When a record is created or updated

      The system checks for duplicates when a user enters or updates records.


      Important

      Duplicates aren't detected when a user merges two records, activates or deactivates a record, or saves a completed activity.


    • When Microsoft Dynamics CRM for Outlook goes from offline to online

      For users of Microsoft Dynamics CRM for Outlook, the system detects duplicates when the user synchronizes their data after working offline, as long as users have enabled duplicate detection in Outlook. To enable duplicate detection in Outlook, click or tap File > CRM > Options. Click or tap the Local Data tab, and then select the Enable duplicate detection during offline to online synchronization check box.

    • During data import

      When you use the Import Data wizard to bring in contacts, leads, accounts, or other types of data, the wizard detects any duplicate records as long as you enable duplicate detection in the wizard. More information: Import accounts, leads, or other data

  5. Click or tap OK.

 
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