Introduction

Spectrum Technology Platform duplicate detection logic uses fuzzy matching to identify potential duplicate records for any Microsoft Dynamics CRM record. This is a more powerful duplicate detection approach than the default Microsoft Dynamics CRM duplicate detection logic.

The process identifies duplicate records by comparing data in the Name and Address fields of a record.

The Precisely Address Validation service automatically looks for duplicate records in your system when you save one of the entities:
  • Accounts
  • Contacts
  • Leads

Threshold

The Precisely Address Validation service fetches those records as duplicate whose match score is equal to or higher than the threshold match score. The default match score threshold for ascertaining duplicacy is 30%. In the Threshold field, you must specify how closely a record must match, using values from 0 to 100, in order for it to be considered a duplicate.
Note: For the system to find duplicate records for a particular Microsoft Dynamics CRM record, you must enter information in the Name field at least.