SharePoint Use Cases

14 Jan, 2008

Enhancing duplicate detection in CRM 4.0

Posted by: Toni Frankola In: crm  Bookmark and Share

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.



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Comments

1 | Enhancing duplicate detection in CRM 4.0 - Sharepoint Use Cases

November 18th, 2008 at 2:46 pm

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[...] duplicate detection in CRM 4.0 This blog has moved. Click here to open the new [...]

2 | Esteban Gomez

November 18th, 2008 at 2:48 pm

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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

3 | Toni

November 18th, 2008 at 2:50 pm

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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?

4 | Sandy Crowley

January 8th, 2009 at 11:34 am

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

5 | Toni

January 8th, 2009 at 12:44 pm

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@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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All postings on this blog are provided "AS IS" with no warranties, and confer no rights. All entries in this blog are my opinion and don't necessarily reflect the opinion of my employer.

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