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 18.104.22.16828 )
- 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.