Changing the Duplicates Window - trillium_quality - Latest

The fields displayed on the Duplicates window are determined by the Trillium Quality for Dynamics web resource XML file. The contact, account, and lead elements of the file include a <DuplicatePopup> element, which defines the fields to be displayed. For example, the following is the <DuplicatePopup> element for the contact node:

<DuplicatePopup StateCodeSchemaName="StateCode">
<MergeField FieldName="salutation" SchemaName="Salutation" 
DisplayName="Salutation" />
<MergeField FieldName="firstname" SchemaName="FirstName" 
DisplayName="First Name" />
<MergeField FieldName="middlename" SchemaName="MiddleName" 
DisplayName="Middle Name" />
<MergeField FieldName="lastname" SchemaName="LastName" 
DisplayName="Last Name" />
<MergeField FieldName="tss_generation" SchemaName="tss_generation" 
DisplayName="Generation" />
<!--<MergeField FieldName="fullname" SchemaName="FullName" 
DisplayName="Full Name" />-->
<MergeField FieldName="address1_composite" 
SchemaName="Address1_Composite" 
DisplayName="Address 1"/>
<MergeField FieldName="telephone1" SchemaName="Telephone1" 
DisplayName="Business Phone" />
<MergeField FieldName="telephone2" SchemaName="Telephone2" 
DisplayName="Home Phone" />
<MergeField FieldName="mobilephone" SchemaName="MobilePhone" 
DisplayName="Mobile Phone" />
<MergeField FieldName="emailaddress1" SchemaName="EMailAddress1" 
DisplayName="Email Address" />
</DuplicatePopup>

To change the fields displayed on the Duplicates window, edit the <DuplicatePopup> element to add or comment out fields.

To change the fields displayed on the Duplicates window

1. Log in to Dynamics 365.

2. Select one of the following:

   • If you are using a separate solution for customizations, select Settings > Solutions and select the solution. (See Creating a Solution for Trillium Quality for Dynamics Customizations for information about creating a solution for customizations.)

   • If you are not using a separate solution for customizations, select Settings > Customizations > Customize the System.

3. Select Components > Web Resources and double-click the resource TSS Web Resource. The Web Resource window opens.

4. In the Content group, next to the Type field, click Text Editor.

5. If prompted, log in using a login ID with CRM Administrator privileges. The Edit Content window opens, displaying the Trillium Quality for Dynamics web resource XML file.

   Note: You may prefer to copy the XML content into Notepad or an XML editor to make the following edits. Be sure to copy the XML content back into the Dynamics Text Editor when edits are complete.

6. Modify the <DuplicatePopup> element for each entity for which you would like to change the fields displayed in the Duplicates window. The <DuplicatePopup> elements are located near the end of the contact, account and lead entity nodes.

   Note: Picklist fields cannot be properly displayed in the Duplicates window. Do not add picklist fields to the window.

7. Repeat Step 6 for other entities as desired. You can define different fields to display for each entity. You can add a DuplicatePopup element to customer address and custom entities to display duplicates, but merging is not supported for customer address or custom entities.

8. Click OK to close the Edit Content window.

9. Click Save and close the Web Resource window.

10. Click Publish.

11. Click Save and Close to close the Default Solution window.

Wait 20 minutes for the cached version of the Trillium Quality for Dynamics web resource XML file to be refreshed, or update the cache as described on Updating the Cached Web Resource XML File to test the results of your change immediately. Test the changes by creating duplicate records, as described in the Trillium Quality for Dynamics User’s Guide.