Monday, December 15, 2008

Customize solutions to Duplicate Detection in MS CRM 3.0 and MS CRM 4.0

Hi Guys,

Here is a duplicate detection solution I have used so far.. can be implemented using MS CRM 3.0/4.0.

I know there are built-in features in MS CRM 4.0 for duplicate detection.. but if you are faced with a situation where user will decide whether to keep a duplicate record. And if the user want to view the already saved record.

There is a solution to this problem:

1. Validate in Javascript-Create a 'Duplicate Check' web application for search/view/modify/delete duplicate record. Call this web application from crm webform. On CRM webform you can put a button on the top of your entity's 'create form' by modifying isv.config file. Write code in a JS function to call this web application in the 'onload' event of the crm form. By placing code here, you have an advantage. User can manually make a search for duplicate record(s) and automatically from 'onsave' event also if you want to enforce strict 'duplicate check' business rule before saving a record. 

In this 'Duplicate Check' web application, you can provide functionality to compare already present multiple duplicate records with the new record. User can be provided with a feature of choosing which record to keep and which one(s) to delete or keep. Detail record viewing capability can also be provided by embedding a modified url (http://localhost/userdefined/edit.aspx?id={6EC5E8B5-E250-DD11-94EE-00188B7A5223}&etc=10007). Just change the GUID.


 

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