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Enable duplicate detection

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Applies To: Dynamics CRM 2013

Before running duplicate detection, enable it for each of the following:

  • Globally (for all entities in the organization).

  • For an entity.

  • For specific operations.

Note

You must enable duplicate detection in all three areas to detect duplicates for an entity and for operations on an entity.

Enable duplicate detection globally

  • Use the UpdateRequest message to set the Organization.IsDuplicateDetectionEnabled attribute to true.

Enable duplicate detection for an entity

Enable duplicate detection for specific operations

  • Set the following attributes to true:

    • Organization.IsDuplicateDetectionEnabledForOnlineCreateUpdate. Create and update records in Microsoft Dynamics CRM by using the Web application or Microsoft Dynamics CRM for Microsoft Office Outlook. This attribute enables or disables duplicate detection for records created or updated with the CreateRequest and UpdateRequest messages. However, it does not affect records created or updated with the IOrganizationService.Create and IOrganizationService.Update methods.

    • Organization.IsDuplicateDetectionEnabledForOfflineSync. Synchronize offline records when Microsoft Dynamics CRM for Microsoft Office Outlook goes from offline to online.

    • Organization.IsDuplicateDetectionEnabledForImport. Import bulk data.

    Note

    You do not have to publish the duplicate detection rules to enable duplicate detection for these operations. However, you must publish the duplicate detection rules before you perform the operations.

See Also

Run duplicate detection
Detect duplicate data
Enabling Duplicate Detection