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 [...]
We have changed the trial policy, before you had 14 days to try the addon Now you can try the addon unlimited time and no license required. You can download from here: Free Trial These are limits until valid license is purchased: Bulk merge limit up to 10 records per. bulk detection One duplicate detection rule For questions or help with setup, write to: email@example.com
Solving challenge #1 - Duplicate in Business Units Why is this a challenge? Let me explain. Default duplicate detection in Dynamics CRM can only match duplicates on those records that the user is allowed to read. It makes sense, but this can be a problem for some companies where the same record already exists in another business unit that user is not allowed to read/see. Default duplicate detection won't detect this duplicate and user will create a new record. Let’s say that the record was named ‘Company A'. This record is now duplicate in the system where each record is in the own business unit. If the users are only allowed to read from their business unit, then this is not duplicate for them. They can only see [...]