[Applies to: Microsoft Dynamics CRM 4.0]

Enable and Disable Duplicate Detection

Can I do this task?

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.

1. In the Navigation Pane, click Settings, click Data Management, and then click Duplicate Detection Settings.
2. Select whether duplicate detection should be enabled.

   Typically, most organizations use duplicate detection in as many scenarios as possible to ensure that records are not duplicated. However, if your system has a large number of records, checking for duplicates can hurt performance.

3. Review the parts of Microsoft Dynamics CRM Online where duplicate detection can occur, and modify the settings as needed:
   • When a record is created or updated

     Users will be prompted automatically before saving or importing potential duplicate records of any record type for which a published duplicate-detection rule exists.

     Note: Duplicates cannot be detected when a user merges two records, converts a lead, or saves an activity as completed.

   • When Microsoft Dynamics CRM for Outlook goes from offline to online

     All users of Microsoft Dynamics CRM Online for Outlook must select how they want duplicate detection to work when they synchronize data. By default, duplicates are not detected when Microsoft Dynamics CRM Online for Outlook synchronizes records. More information: Synchronize Data

   • During data import

     Each time users define a data import job, the choice of whether to check for duplicates is available. More information: Work with Imports

4. Click OK.

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