Removing CRM’s Duplicate Detection from Entities - trillium_quality - 2.7

Trillium Quality for Dynamics Installation and Developer Guide

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Quality
Version
2.7
Language
English
Product name
Trillium Quality
Title
Trillium Quality for Dynamics Installation and Developer Guide
Topic type
How Do I
Overview
Configuration
Reference
Administration
Installation
First publish date
2008

Trillium Quality for Dynamics’s duplicate detection feature replaces CRM’s default duplicate detection for account, contact, lead, and custom entities. To avoid conflicts, disable CRM’s duplicate detection feature from these entities.

To remove CRM’s duplicate detection

  1. In a browser, open CRM and select one of the following:

  2. Expand Entities, and click on the entity you would like to modify (account, contact, lead, and, optionally, custom entities).

  3. Scroll to the Data Services group and disable the Duplicate detection option.

    Disable Duplicate Detection
  4. Click Save.

  5. Repeat Step 2 through Step 4 for account, contact, lead, and custom entities.