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devman2k
Regular Visitor

Dynamics CRM Duplicate detection rules ignored for Flow Created Records

I have a Microsoft Flow that fires when a Dynamics for Financials Sales Order (Record has be modified) has changed and creates a record in D365 CRM. However this as you know would created a duplicate record in CRM. We want to not allow duplicates in CRM so we have created and tested a simple Duplicate Detection Rule in CRM. (which works when run manually, and config of crm states run during all possible events Import/Code etc.) 

 

However Flow seems to somehow bypass all of the settings and causes a duplicate record in CRM.

 

 

1 REPLY 1
v-yamao-msft
Community Support
Community Support

Hi devman2k,

 

I assume that you are using the trigger “Dynamics 365 for Financials – When a record is modified”.


After the trigger, please try to add an action “Dynamics 365 – List records” and a Condition in your flow.


Then you may configure the Condition to if two dynamic contents contain a common value, do nothing, if not, create a new record in CRM.


Please have a try with it. I guess that by adding a Condition in your flow will be able to stop creating duplicate records in CRM.


Hope this could be a reference for you.

 

Best regards,
Mabel Mao

Community Support Team _ Mabel Mao
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