In my previous post I mentioned that duplicate detection could be better in CRM 4.0. Few days ago I found a nice article on how to enhance Duplicate detection. It describes how to use the Soundex algorithm for duplicate detection.

Soundex will detect 3 duplicates in my “Coca Cola problem”. Soundex is a phonetic algorithm for indexing names by sound, as pronounced in English, so its use for other languages is questionable.

In my example I decided to use double duplicate detection. I am using Soundex for phonetic detection but also a strip algorithm that will remove all non characters from a crm entity name. Strip algorithm will also remove all company type abbreviations. Algorithm is able to detect duplicates for first 4 names in my “Coca Cola problem”. Coca Cola Beverages company is still undetected. By using the same principle you can create your own duplicate detection algorithms.

4 Comments

  1. Esteban Gomez Says

    Hi Toni, There is a way to enable a phonetic search into CRM. I need to use a phonetic search in customized entity. There is a way to integrate that into the CRM 4.0? Thanks

  2. Toni Says

    You might want to take a look at: http://advantageworks.blogspot.com/2008/01/extending-duplicate-detection-with.html

    That is just an example but you can use it for other algorithms. Which one would you like to use?

  3. Sandy Crowley Says

    Is there a solution for 3.0 to do the same thing?

  4. Toni Says

    @Sandy: CRM 3.0 does not have duplicate detection. This feature was introduced in 4.0. So if you need duplicate detection in CRM 3.0 you will have to write some custom code.

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