Book Image

Microsoft Dynamics CRM 2011 Cookbook

By : Dipankar Bhattacharya
Book Image

Microsoft Dynamics CRM 2011 Cookbook

By: Dipankar Bhattacharya

Overview of this book

Without a comprehensive understanding of deployment scenarios and steps, it is really difficult to install and maintain Dynamics CRM 2011 within complex IT infrastructures. Done badly, it can cause serious future maintenance and optimization issues. Administration of CRM systems is equally complex and important; unless efficiently done, it can create fuss in the system and potentially bring down end user satisfaction. Configuration and customization of the system has to be done very carefully too so that it can meet the functional needs appropriately.“Microsoft Dynamics CRM 2011 Cookbook" is a hands-on guide, providing clear, step-by-step instructions to deploy, maintain, optimize, and administer Dynamics CRM 2011 along with advanced configuration and customization processes, to give us a strong advantage in creating successful CRM applications.This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.You will learn from a range of deployment and maintenance topics such as how to configure CRM to use claim-based authentication using AD FS, how to enable tracing in CRM servers, how to recover from server failures, and how to optimize server performance. This book will also discuss how to schedule Data Duplication detection jobs, enable auditing, export and import managed/unmanaged solutions, create 1:N, N:1, or N:N relationships between entities, configuring role based forms, adding a new button in the ribbon, SharePoint integration with CRM, and configuring a dialog or workflow.You will learn everything you need to know, from deployment, administration, and maintenance to configuration, integration, and customization for your Dynamics CRM 2011 application.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Creating duplicate detection rules


In Microsoft Dynamics CRM 2011, duplicate detection allows us to set duplicate detection policies and detect duplicate records. These rules can be applied across different record types. For example, we can define a duplicate detection rule that a lead is a duplicate of a contact, if they have the same name and e-mail. Duplicate detection is possible only when duplicate detection rules exist in the system. To maintain data quality duplicate detection is very important for the Dynamics CRM 2011 system and in this recipe we will delve into creation steps of the duplicate detection rule.

How to do it…

Please follow the ensuing steps to create duplication detection rules in the Dynamics CRM 2011 system:

  1. Log in to the Dynamics CRM 2011 system as a user having access rights to create duplicate detection rules.

  2. Navigate to Settings | System | Data Management | Duplication Detection Rules.

  3. Click on the New button in the Actions menu. The Duplicate Detection Rule: New...