by RBA | Jul 30, 2012 | CRM |
The first installment of this two part series on duplicate detection in CRM 2011 addressed enabling duplicate detection as well as creating and editing rules. This installment will include the steps to run a rule on a list of records as well as creating and...
by RBA | Jul 23, 2012 | CRM |
In this first installment of a two part series on duplicate detection in CRM 2011, we will look at duplicate detection settings and rules. Let’s start with some basic information on duplicate detection. CRM 2011 allows you to set policies and configure...
