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dynamics-crmmicrosoft-dynamicsdynamics-crm-2013

MS Dynamics CRM Form Field OnChange check for Existing Value in Entity

Unless someone can explain what I'm missing, CRM 2013 does not have any way to check for a duplicate WHILE entering a new Lead record. I want to check for a duplicate BEFORE the new record is saved. I can't seem to figure this one out.

Basically, when a user enters the Company Name on a new Lead record, I'd like JavaScript or something check for the existence of that value in all the other Lead records and return True or False. That way I can alert the user that the Company already exists BEFORE they save the new record.

Make sense? Am I just TOTALLY missing something here?

Thanks,

Scotty

Solution

  • Microsoft removed this functionality. But you can restore it using one of following articles:

    http://a33ik.blogspot.com/2013/10/how-to-turn-on-duplicate-detection-for.html http://jlattimer.blogspot.com/2013/10/are-you-missing-duplicate-detection-in.html