Enabling Duplicate Detection
To use Spectrum™ Technology Platform duplicate detection logic, you must disable Microsoft Dynamics CRM duplicate detection and enable Spectrum™ Technology Platform duplicate detection.
- Log in to Microsoft Dynamics CRM as an administrator.
-
Disable the default Microsoft Dynamics CRM duplicate detection feature.
Note: This step is only necessary if you are using Microsoft Dynamics CRM 2013 SP1. If you are using Microsoft Dynamics CRM 2013, skip this step.
- Click Microsoft Dynamics CRM > Settings.
- Click Settings > Data Management. You may have to scroll to the right to find the Data Management link.
- Click Duplicate Detection Settings.
- Clear the check box Enable duplicate detection.
- Click OK.
-
Enable Spectrum™ Technology Platform duplicate detection.
- Click Settings > Pitney Bowes. You will have to scroll to the right to find the Pitney Bowes link.
- Click the connection name.
- Check the box Duplicate Detection.
-
In the Threshold field, specify how closely a
record must match in order for it to be considered a duplicate, from 0
to 100.
The higher the value, the more closely a record must match in order for it to be considered a duplicate, with a value of 100 meaning that a record must be identical in order for it to be considered a duplicate. A higher number may result in fewer records being presented to the user in the Duplicate Detection and Merging window. A lower number may result in more records being presented to the user. If you want to be certain of catching all possible duplicates, set this value to 20 or less; if you want to reduce the number of duplicates to those records that more closely match, set this number above 70.Tip: To see how the Threshold setting affects duplicate detection, conduct tests using representative data from your Microsoft Dynamics CRM system.
- Click Save.