ISSUE :
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Duplicates getting created in CRM due sync with CRM Client for outlook and phone sync
DESCRIPTION :
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When contacts are synchronized from Microsoft Dynamics CRM to your Outlook, the Outlook plugin creates matching contact records in your Outlook account. Problems start to occur if you re-install Outlook, or migrate to an Outlook installation on a new workstation. For most, that means every 2-5 years you’re exposing yourself to a potential duplicate headache!
Here’s where the duplicate contact records come from:
When the CRM for Outlook plugin synchronizes for the first time, it creates synced CRM contacts in Outlook
Outlook is installed on a new workstation or is uninstalled and re-installed on the same workstation
The new installation of Outlook sees the contact records, but does not know anything about the synchronization, so they turn into normal Outlook contact records
When the CRM for Outlook plugin synchronizes for the first time on the new installation, it creates new synced CRM contacts in Outlook.
CRM’s Duplicate Detection Rules only apply when synchronizing from Outlook to CRM and not from CRM to Outlook, so it assumes all the contacts are new
Now, Outlook has duplicate contact records for all originally synced CRM contacts: An Outlook copy and a CRM synced copy
ASK
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Above mentioned process should improve and avoid duplicates getting created in CRM instance
Administrator on 4/17/2023 4:25:40 AM
Thank you for submitting your idea to our ideas portal. We appreciate your contribution and the time you took to share it with us. We have shipped many enhancements since this idea was posted and it is likely that it has been resolved. If not, kindly reopen. Thank you again for your continued support.