Duplicate Records

Hi,

How to ensure that duplicate records are not entered in the application
without using SDK.

Mike
Fri Mar 17 08:35:29 CST 2006

tell users not to enter duplicate records, they can search before entering

"Nitin I" wrote:

> Hi,
>
> How to ensure that duplicate records are not entered in the application
> without using SDK.
>
>

Manisha
Fri Mar 17 10:35:27 CST 2006

Hi Nitin, currently CRM v3.0 does not provide out-of-the-box functionality
for duplicate detection.

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.
"Nitin I" <NitinI@discussions.microsoft.com> wrote in message
news:DBACCB78-E0DB-44C8-A4DC-491C0B44A778@microsoft.com...
> Hi,
>
> How to ensure that duplicate records are not entered in the application
> without using SDK.
>
>

MattNC
Fri Mar 17 10:43:26 CST 2006

Buy a third-party add-on such as c360.com's Duplicate Detection
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Nitin I" wrote:

> Hi,
>
> How to ensure that duplicate records are not entered in the application
> without using SDK.
>
>

NitinI
Sat Mar 18 04:31:19 CST 2006

Thanks Manisha !!

However this need is very much felt by Users handling Accounts and they are
restricted to see others' records. In this scenario , if one User opens new
Account which was already opened by another User, this information should
come from the system.

Regards,

Nitin

"Manisha Powar (MSFT)" wrote:

> Hi Nitin, currently CRM v3.0 does not provide out-of-the-box functionality
> for duplicate detection.
>
> --
> Manisha Powar (Madhusudanan)
> Program Manager
> Microsoft Dynamics - CRM
>
> This posting is provided "AS IS" with no warranties, and confers no rights.
> You assume all risk for your use. © 2005 Microsoft Corporation. All rights
> reserved.
> "Nitin I" <NitinI@discussions.microsoft.com> wrote in message
> news:DBACCB78-E0DB-44C8-A4DC-491C0B44A778@microsoft.com...
> > Hi,
> >
> > How to ensure that duplicate records are not entered in the application
> > without using SDK.
> >
> >
>
>
>

Manisha
Mon Mar 20 10:45:32 CST 2006

Hi Nitin, thank you for your feedback. This issue is being tracked in our
database for consideration for future versions.

--
Manisha Powar (Madhusudanan)
Program Manager
Microsoft Dynamics - CRM

This posting is provided "AS IS" with no warranties, and confers no rights.
You assume all risk for your use. © 2005 Microsoft Corporation. All rights
reserved.

"Nitin I" <NitinI@discussions.microsoft.com> wrote in message
news:9BBA0E3D-6742-4C85-9345-1CDFE49F2077@microsoft.com...
> Thanks Manisha !!
>
> However this need is very much felt by Users handling Accounts and they
> are
> restricted to see others' records. In this scenario , if one User opens
> new
> Account which was already opened by another User, this information should
> come from the system.
>
> Regards,
>
> Nitin
>
> "Manisha Powar (MSFT)" wrote:
>
>> Hi Nitin, currently CRM v3.0 does not provide out-of-the-box
>> functionality
>> for duplicate detection.
>>
>> --
>> Manisha Powar (Madhusudanan)
>> Program Manager
>> Microsoft Dynamics - CRM
>>
>> This posting is provided "AS IS" with no warranties, and confers no
>> rights.
>> You assume all risk for your use. © 2005 Microsoft Corporation. All
>> rights
>> reserved.
>> "Nitin I" <NitinI@discussions.microsoft.com> wrote in message
>> news:DBACCB78-E0DB-44C8-A4DC-491C0B44A778@microsoft.com...
>> > Hi,
>> >
>> > How to ensure that duplicate records are not entered in the application
>> > without using SDK.
>> >
>> >
>>
>>
>>

Lee
Tue Mar 21 07:24:33 CST 2006

I agree that duplicate detection is a much-needed feature, in the
scenario that Nitin I described as well as when Accounts/Contacts are
imported.

Lee Adler

KevinConboyGroup1Software
Tue Apr 11 20:53:01 CDT 2006

re: duplicate records--how to detect and resolve

Have a look at the (new) product demo for our Microsoft CRM add-on; the
data cleansing product has automated duplicate detection & resolution as
well as address hygiene (for 220 countries)

Here's the link to the flash demo:

http://www.g1.com/Products/DataQuality/DataQualityAdapterForMSCRM/

Regards,
Kevin Conboy
Group 1 Software (a Pitney Bowes Company)
Microsoft GOLD-certified Global ISV


"MattNC" wrote:

> Buy a third-party add-on such as c360.com's Duplicate Detection
> --
> Matt Wittemann
> http://icu-mscrm.blogspot.com
>
>
> "Nitin I" wrote:
>
> > Hi,
> >
> > How to ensure that duplicate records are not entered in the application
> > without using SDK.
> >
> >

John
Fri Apr 21 22:40:49 CDT 2006

Microsoft have gone some way to get aorund this problem by giving us merge
capabilities. However at least for V3 you may want to consider using tools
from scribesoft which will do duplicate checking for you. Another route
would be to create your own custom code. I think there is an example on msdn
which will help find duplicates
=======================
John O'Donnell
Microsoft CRM MVP
http://codegallery.gotdotnet.com/crm


"Lee" <ladler@adlerppt.com> wrote in message
news:1142947473.087193.263830@z34g2000cwc.googlegroups.com...
>I agree that duplicate detection is a much-needed feature, in the
> scenario that Nitin I described as well as when Accounts/Contacts are
> imported.
>
> Lee Adler
>

LuisPT
Thu Jun 01 09:35:02 CDT 2006

Don't known about you, but I've justo lost an MS-CRM opportunity to SAP Sales
Express, becouse of this 'data cleansing out of the box' issue.

I realy hope this doesn't takes too long.

KevinConboyGroup1Software
Thu Jun 29 16:51:01 CDT 2006

Luis:

Let me know if we can help you save the sale - this duplicate
resolution/address cleansing add-on solution is tightly integrated in to
MS-CRM - here is the link to the demo

http://www.g1.com/Products/DataQuality/DataQualityAdapterForMSCRM/

Kevin Conboy
Group 1 Software
Microsoft Gold Certified Global ISV


"Luis.PT" wrote:

> Don't known about you, but I've justo lost an MS-CRM opportunity to SAP Sales
> Express, becouse of this 'data cleansing out of the box' issue.
>
> I realy hope this doesn't takes too long.
>
>