In each contact record there are three different places where you can enter an email address. 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 understand 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 for 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

  • Get our 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

When it looks like this, you are ready to go!

With a contact record open, 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. By downloading, you also agree that as the developer of the solution, I cannot be held responsible for any issues that may occur in your environment due to it’s usage.

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