We have developed duplicate detection addon with lot of features that default duplicate tool don’t have, but we have always missed one feature, that is to run bulk detection and bulk-merge in the background/inside CRM.
Those who haven’t tried the addon by now, to run bulk detection or bulk-merge, you need to have your browser open while it is running.
This was not what we wanted to develop in the beginning but we couldn’t develop bulk detection and bulk-merg to run “inside” the CRM because of limitations of Dynamics CRM and we have tried every workaround that you can think of.
We spend some time thinking about an external service that can run bulk detection and bulk merge, one of the questions was if we should develop it to run online/Azure or tool/service that customer can host where they want.
We have customers that are running their CRM on-premise with no internet access, on-premise with internet access and Online/365 customers.
Some customers have data policy where external access is not an option.
Because of this mix of customers, we have decided that best solution will be to develop windows service that you can install on any server, this service will connect to your CRM and check if there are any bulk detection or bulk merge jobs to run.
There will be new options when creating bulk detection and bulk merge in CRM, you will be able to schedule it and service will take care of the rest.
Release of the background service is planned in January and I will write more details when we are closer to release.