Comments on: How to make life more convenient: Duplicate Detection Status Exact Match

By: Amy C.

Amy C. — Tue, 15 Feb 2011 17:06:27 +0000

You need to be careful using status in your criteria. If you use status, it will not trigger the duplicate detection rule to trigger on create. Using status will only work well if you run a job or are doing an update on a record.

By: Atanas Desev

Atanas Desev — Thu, 18 Mar 2010 14:53:06 +0000

I have the same problem. I want to group 3 or more fields with AND instead of the default OR condition.. I looked around, but for now no solution. So if someone can post some info, or help, I will be most grateful.

Thank you in advance.

By: Erin D. Vine

Erin D. Vine — Thu, 17 Dec 2009 05:32:47 +0000

I’ve tried setting up this rule in MSCRM4.0 but it doesn’t quite work the way you’ve described. I sincerely wish it did, it would solve all my problems!
When I set up a rule with multiple conditions (i.e. same email and same status)the rule doesn’t group the conditions to check the record meets ALL the conditions before detecting a duplicate. Instead the duplicate detection matches when a record meets ANY of the multiple conditions, so a record with an Active status triggers a potential duplicate match with every other Active record of the same type.

It’s a pity one can’t group conditions into AND or OR conditions the way you can with the Advanced Find feature in MSCRM.
Is there another setting in MSCRM where you can specify how the conditions should be handled?