D365: Email 3 way duplication checker

If you look at a contact record there are 3 places that you can enter an email address in 3 different places. This solution provides you with a non code way of cross checking using the OOB duplication checker.

If you look at my blog – D365: Cross field Duplicate Detection Rules without code you will see me describe a method to do this. If you like the idea but either don’t get how to create the entities / fields and workflows or don’t have the time then this solution is for you.

I have created a solution to do everything in the blog APART from setting the duplication rule. I have also added a little extra;

  • There is an email log form in contact to view
  • There are now email log fields in the contact record
  • The workflow populates that field
  • The email log record can now be automatically deactivated when the original email is changed

What you need to do

  • Download the solution (This is built on D365 Sales )
  • Install and publish the solution, ensure the workflows are active
  • Create and publish the Duplication Check Files (see below)
  • Update security roles to allow user to create / update the email log entity

Set up the Duplication Check Rules

There are 3 rules you need to create in total. They should look as follows

Select the rules and publish them

It will look like this and you are ready to go

With a contact record open and looking at the new email log form

If you try and enter that email address to any other contact in the system

DISCLAIMER:  Although it should be obvious it goes without saying that you can download this for free. It’s always nice to get a like / share or follow for ‘payment’ 🙂

If you do download and use, please do so initially on a non production environment so that you can test it fully. You are also agreeing that by downloading myself as the developer of the solution cannot be held responsible for any issues that may or may not occur in your environment due to it’s use.

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