Next Release - New Features Here is description of new features and minor fix for Duplicate Detection Addon for Dynamics 365 1st New Feature: For Bulk Merge, we have added the option that you can select which related entities will be merged to the master record. For an example if you don't want cases to be merged to the master record, you can do that now. 2nd New Feature: Users can now run duplicate detection from list views and administrator can select which duplicate rules are enabled for list views. For an example: User can select contacts from the view or run duplicate detection on all records from the view. User will be presented which duplicate rules are enabled for that entity and select which rule to use [...]
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This example is for those who have some integration to Dynamics CRM and already are doing duplicate detection in the integration job. For an example, let's say that you have integration for contacts between CRM and AX. In the integration job for contacts, you have specified match rule when to create or update contact, let says that this match rule is the e-mail address. If you have created duplicate detection rule on contacts and also matching on e-mail, then following will happen: 1. Integration job checks if contact exists in CRM 2. Integration job will then either create or update contact in CRM 3. Duplicate detection will also check if there are duplicate when integration job tries to create/update If you trust the validation rules in your integration [...]
Here is an example how to select an account that has account number as the master record when bulk merging account duplicates. 1. First, you need to run bulk detection on accounts using one of your duplicate rules. 2. When finished, open the 'DD Bulk Operation' result for the bulk detection. Here you will see all of the duplicates that it has found. 3. If you click on 'MERGE DUPLICATES' button, you will see option 'Select master record by using FetchXML.' If you check this, you are able to insert your own criteria for selecting the master record. To use this, you need to insert the criteria as fetch xml. For now, close the window. 4. If you are familiar with advanced find, then this will be an [...]
We are happy to announce the latest release of Duplicate Detection Addon, we have added these 3 awesome features and other improvements. You can create your own rule for selecting master record for bulk merge Ignore Users - You can add users which to ignore for the specific rule Users can run/schedule background jobs for their own data We have also improved many of the existing features, such as Background Service, you can now retry failed jobs and cancel them directly from CRM. If you have questions, need help with creating rules or want us to give you live demo, you are welcome to contact us on e-mail:firstname.lastname@example.org You can download latest version from Microsoft AppSource, click here
New version of Duplicate Detection Addon has been released, version number is 2017.01. Background service has been added, it is now possible to run bulk detection and bulk merge jobs in background and foreground, the choice is yours. Brochure Guide Background Service
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 [...]
I'm glad to announce that version 1.16 has been released and Duplicate Detection Addon has now over 40 features and we will not stop here. Many features that has been added have been requested by customers, if you have an idea for new feature, we would like to hear from you. New features: Bulk Detection - Data Target Filtering This feature can be used to filter records which you want to check duplicate against. Using this feature with Source Data Filtering, you have many options how you want to detect duplicates. Bulk Merge - Merge Options There are more options now to select master record You can select master record by using created date or modified date and select if it's the newest record or oldest that [...]
Hello, I had some time today to check out new features in Dynamics 365 version 8.2 and one of the features that I was excited to try out, is the new grid function, where you can edit data directly from the view. Because Cowia Solutions has Duplicate Detection Addon for Dynamics CRM, I wanted to test how grid editing is working with default duplicate detection and the addon. In my testing, I have found several issues and that is why I'm writing this blog to let you know until Microsoft fixes these issues. Issue 1: When activating or deactivating grid feature for an entity, it will deactivate duplicate rules for that entity. (It will not deactivate duplicate rules for the Duplicate Detection Addon) Before enabling: After enabling grid [...]
We have added two new features for Duplicate Detection Addon for Dynamics CRM. First new feature is 'Ignore Words' Using this feature, you can now ignore words or letters for your duplicate rules. For example, ignore words like Inc, Ltd, A/S, ApS, LLC If you have record named 'Cowia Solutions' and other named 'Cowia Solutions ApS', it will detect them as duplicates. Second new feature is for lookup fields, 'Compare Lookups As Text' You can now select if it should match on the GUID value of the lookup or the text value of the lookup. Updated Interface Interface colors and style has been updated to match the default colors and style of CRM 2016. Many new features are planned for upcoming versions.
Quick Post About Merging Quotes Quote entity in Dynamics CRM is different then other entities, it is different how the status works and because of that you can't bulk merge on all types of status. When quote is in draft, this is the only status where the quote is still opened for editing, when status is active, the quote is read-only and can only be edited if you revise it, then it will change status back to draft. Unlike other entities where status = active means that the record can be edited, it is different for quotes. What it means for merging quotes, is that you can only bulk merge on quotes that are in status 'Draft' because the duplicate detection can't revise the quote, merge it and then [...]