[Applies to: Microsoft Dynamics CRM 4.0]

View potential duplicates found while entering or updating a record

Can I do this task?

1. If the system detects that your record might be a potential duplicate, instead of saving the record, you'll see the Duplicates Detected dialog box.
2. To open a record to make sure it is a potential duplicate, in the Potential duplicate records list, double-click the record.
   • If the duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. identified potential duplicate records in other record types, review records from each record type listed.
3. If your new or updated record is not a duplicate, to create the new record, click Save Record.

   - OR -

   If your new or updated record is a duplicate, to cancel your changes, click Cancel.

Notes

• Your system administrator or system customizer determines the criteria for identifying a record as a potential duplicate. More information: Requesting User Interface Changes
• If you enter a duplicate record within a few minutes of entering the first record, Microsoft Dynamics CRM Online will not detect the duplicate record. The matchcodes Codes created for every record that a duplicate-detection rule might apply to, used as part of the process of detecting duplicates. for new and updated records are created every five minutes, rather than as a record is created.
• Duplicate detection can take place only if duplicate detection is enabled in Duplicate Detection Settings and if at least one duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. exists for the record type.More information: Avoiding Duplicate Records