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Hi,<br />
<br />
we have configured a duplicate detection rule for the Account entity that checks for exact match on account name. this rule worked fine but was returning inactive records as duplicates.<br />
<br />
so we updated the rule to include 'Status' is exact match. <br />
<br />
after re-publishing the rule we have tested by creating a duplicate 'active' record. But on the first save of a duplicate record, the duplicate rule is not being picked up. If the record is saved again the duplicate rule does run and the user is prompted.<br />
<br />
what could be going wrong here? we need the rule to fire in the first instance<br />
<br />
has any one seen this before?
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Hi,

we have configured a duplicate detection rule for the Account entity that checks for exact match on account name. this rule worked fine but was returning inactive records as duplicates.

so we updated the rule to include 'Status' is exact match. 

after re-publishing the rule we have tested by creating a duplicate 'active' record. But on the first save of a duplicate record, the duplicate rule is not being picked up. If the record is saved again the duplicate rule does run and the user is prompted.

what could be going wrong here? we need the rule to fire in the first instance

has any one seen this before?

MS CRM Duplicate Detection rule not working

Enterprise software, also known as enterprise application software (EAS), is computer software used to satisfy the needs of an organization, including businesses, schools, interest-based user groups, clubs, charities, or governments. Services provided by enterprise software are typically business-oriented tools such as online shopping and online payment processing, interactive product catalogue, automated billing systems, security, enterprise content management, IT service management, customer relationship management (CRM), enterprise resource planning (ERP), business intelligence (BI), project management, human resource management (HR), manufacturing and supply chain management, enterprise application integration (EAI), and enterprise forms automation. Enterprise software is often available as a suite of customizable programs that require specialist capabilities.

Enterprise Software

Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. Dynamics can be used with other Microsoft solutions, such as SharePoint, Yammer, Office 365, Azure and Outlook. Dynamics ERP comprises a group of enterprise-resource-planning products includes Dynamics AX (formerly Axapta), a multi-language, multi-currency enterprise software with business management features for financial, human resources, and operations management; Dynamics GP (formerly Great Plains Software); Dynamics NAV (formerly Navision) for financials, supply chain, and people; Dynamics SL (formerly Solomon IV)for project-driven organizations; Dynamics C5 (formerly Concorde C5) for manufacturing, supply chains, analytics and electronic commerce; and Dynamics CRM.