When CRM finds a potential dublet when saving a record a standard dialog is shown.
On a contact the Full-name and status fields are not shown for the record saved.
This is not good, because the user is not guidet to do the right thing.
Another issue is that the MERGE function is not active in this dialog - where it certainly would be very relevant and helpfull.
See attached screen dump.
Comments
The lack of the Merge option in this duplicate detection alert dialog is quite incomprehensible. If a user has entered details on the new record that should be appended to the existing one, he will surely not want to cancel all this data entry. If he doesn't, a duplicate will then have been created, which needs to be searched for in a completely different window. Furthermore, if the fields which are the reason for a duplicate match are not part of the Quick Find search columns for the entity, lining up the two records on the same grid in order to start the Merge process might actually require the user to perform Advanced Find queries. All this because the duplicate alert dialog was not actionable for taking care of the data cleansing right there and then.
Category: General
Thank you for your suggestion. We are already considering this suggestion for a future release. http://connect.microsoft.com/dynamics/feedback/ViewFeedback.aspx?FeedbackID=356116 Thanks, Raju Kulkarni This posting is provided "as is" with no warranties, and confers no rights.
Category: General
I was excited to find this suggestion, it's exactly what I wanted to post. Then _stunned_ to see it is nearly 8 years old! I'm starting to get some bad feelings about our choice to run D365.
Category: General
Thank you for your suggestion. We are already considering this suggestion for a future release. http://connect.microsoft.com/dynamics/feedback/ViewFeedback.aspx?FeedbackID=356116 Thanks, Raju Kulkarni This posting is provided "as is" with no warranties, and confers no rights.
Category: General
Thank you for your suggestion. We are already considering this suggestion for a future release. http://connect.microsoft.com/dynamics/feedback/ViewFeedback.aspx?FeedbackID=356116 Thanks, Raju Kulkarni This posting is provided "as is" with no warranties, and confers no rights.
Category: General
I was excited to find this suggestion, it's exactly what I wanted to post. Then _stunned_ to see it is nearly 8 years old! I'm starting to get some bad feelings about our choice to run D365.
Category: General
Thank you for your suggestion. We are already considering this suggestion for a future release. http://connect.microsoft.com/dynamics/feedback/ViewFeedback.aspx?FeedbackID=356116 Thanks, Raju Kulkarni This posting is provided "as is" with no warranties, and confers no rights.
Category: General
Paramita Chatterjee (administrator) on 8/13/2020 5:51:15 AM
Thank you for your feedback. We would like to update you that this is planned for 2020 Release Wave 2. Please refer to https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/sales/dynamics365-sales/simplify-data-management-data-sharing-needs-enhanced-capabilities for Dynamics 365 for Sales for details.
Sincerely,
Paramita Chatterjee
PM, Microsoft.