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.

  1. Log in to Microsoft Dynamics CRM as an administrator.
  2. 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.
    1. Click Microsoft Dynamics CRM > Settings.
    2. Click Settings > Data Management. You may have to scroll to the right to find the Data Management link.
    3. Click Duplicate Detection Settings.
    4. Clear the check box Enable duplicate detection.
    5. Click OK.
  3. Enable Spectrum™ Technology Platform duplicate detection.
    1. Click Settings > Pitney Bowes. You will have to scroll to the right to find the Pitney Bowes link.
    2. Click the connection name.
    3. Check the box Duplicate Detection.
    4. 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.
    5. Click Save.