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.

   Note

   If your system has a large number of records, checking for duplicates can hurt performance.

3. Specify when duplicate detection can occur:
   • When a record is created or updated

     Users are prompted 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. Duplicates are also not detected when a user changes the status of a record, such as activating or reactivating a record.

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

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

   • During data import

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

4. Click OK.

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