It’s good to be reminded every now and then about the features that have been around for a long time and are documented but somehow any question from the business about them draws a blank and ubiquitous “I have to get back to you”. Today’s reminder is from Ankita Chavan. (Do you use a feature […]
Marius “CRM Viking” Pedersen gave us a great tip about how to prevent duplicate contacts from being created in Dynamics 365: I set emailaddress as alternate key on contact once. That actually worked very well to prevent duplicate contacts from being created. It also required that all contacts must have an email address. You have […]
When you merge two records you may receive the following cryptic message: A record that has the attribute value {1} already exists. The entity key {0} requires that this set of attributes contains unique values. Select unique values and try again What? Select where? That’s really confusing because the merge process is supposed to ignore […]
If you use Dynamics 365 contact synchronization (either server-side or client-side), you will find yourself in situations where you have duplicate contacts in Outlook. This can happen when you reconfigure the Outlook client, other users create duplicates, or many other reasons. Contact duplication is also an issue when users first configure synchronization of contacts, and […]
Woot-woot! Our video channel now has the official URL: https://www.youtube.com/CRMTipOfTheDay! (Hint: take a minute and subscribe). To celebrate this achievement, our video dude, Derik, has gone MIA. After 38 straight weeks of videos, can’t hold it against him. So today’s tip is not a video but something that has been on my todo list for […]
Way back in tip 193 we let you know that your duplicate detection rules will get automatically unpublished when you update your customization or import solutions. What we didn’t tell you is that there is a Codeplex solution that you can use to automate this process. The Duplicate Detection Rule Republisher creates a scheduled task that will […]
Today’s tip was submitted to the tip jar by Jef Smets. Got a tip that you want to share? Send it to jar@crmtipoftheday.com. For quite some time now our duplicate detection rules seemed to be un-publishing themselves from time to time… Nobody had any idea why until I discovered today that duplicate detection rules are unpublished […]
At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, and I wanted to highlight a few of them. If you use Microsoft Dynamics CRM 2013 and have seen activities like appointments being duplicated, the following may be the cause. If you create an appointment and change the […]
At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, and I wanted to highlight a few of them. One question was asked about preventing duplicates in CRM 2013. As you may know, Microsoft Dynamics CRM 2013 no longer includes the duplicate detection dialog on the form that […]
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