#Mailing program duplicate detector install

As the form is loaded, code will retrieve duplicate rules from the server and attach onchange handlers to the form fields that are part of the rules.

Make sure some duplicate detection rules are activated.Add call to AlexDuplicates.OnLoad to the form onload event.Add alex_xrmsvctoolkit.0.2.js and alex_duplicatedetection.js scripts to the form.At the very top, add a section and insert web resource alex_DDNotification.html.Create a copy of a contact form – no need to experiment on the good ones.Because it’s unmanaged, to remove it, you’d need to nuke by hand the resources it installs (there are only 4 of them)

#Mailing program duplicate detector install

Download and install the unmanaged solution.

How do we know what attributes to monitor? duplicaterule and duplicaterulecondition entities to the rescue, they define the attributes taking part in the active duplicate detection rules. Enter RetrieveDuplicate message – we can send it to the server when attributes change to see if the record is a potential duplicate as user enters the data. There is a smarter way to do duplicate detection – by making it proactive and real-time. Imagine frustration of the users who duly enter all contact data including marital status, fax number, blood type and assistance name, only to find out that the contact already exists. In fact, the original code spans back to CRM 2011.ĭuplicate detection has always been a pet hate of mine – it’s a cool feature but the interactive dialog has usefulness level of a DVD Rewinder.īut the most annoying part is not even the dialog, it’s the fact that it pops up after all data entry is done, party is over and everyone’s gone home. So today’s tip is not a video but something that has been on my todo list for quite some time. After 38 straight weeks of videos, can’t hold it against him. To celebrate this achievement, our video dude, Derik, has gone MIA. Woot-woot! Our video channel now has the official URL: ! (Hint: take a minute and subscribe).