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Thursday, November 30, 2017

Data Management in MS CRM

Below are the some of the interesting points about data management

  1. Duplicate detection lets organizations set duplicate detection policies and create duplicate detection rules for business and custom entities.
  2. You can clean the data by deleting, deactivating, or merging the duplicates reported by a duplicate detection job.
  3. You can create multiple detection rules for the same entity type. However, you can publish a maximum of five duplicate detection rules per entity type at one time.
  4.  A duplicate detection rule specifies a base entity type and a matching entity type. A duplicate rule condition specifies the name of a base attribute and the name of a matching attribute
  5. The matching criteria consist of operators such as exactly match, first n-number of characters, or last n-number of characters.
  6. You can clean the data by deleting, deactivating, or merging the duplicates reported by a duplicate detection job.
            Before running duplicate detection, enable it for each of the following:
  • Globally (for all entities in the organization).
  • For an entity.
  • For specific operations.

  1. If the caller (system user) of the RetrieveRequest message or the RetrieveMultipleRequest message doesn’t have Read privileges on some of the fields in the detected duplicate records, these records aren’t returned.

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