cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
nandrews
Frequent Visitor

Duplicate Detection with custom JavaScript

After analyzing the default function of Microsoft Sales Hub Lead's 'Qualify' Main Form ribbon button, we wanted to create a custom action with similar functionality. This includes creating records and running built in Duplicate Detection.

nandrews_0-1657124742991.png

 

nandrews_1-1657125221172.png

 

Neither JavaScript nor C# Plugins seem to support running built in Duplicate Detection for record creation or modification when searched online or in Microsoft documentation - but I hope I am wrong!

If anyone has insight as to a way to do this or how to mirror the ribbon actions in Sales Hub, it would be much appreciated.

(Also, They do seem to use JavaScript to some degree: )

nandrews_3-1657125657270.png

 

8 REPLIES 8
eleung83
Resolver II
Resolver II

Have you tried out the Duplicate Detection sdk message and web api actions available here:


https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/duplicate-dete....

 

Both these routes execute whatever duplicate detection rules that you would have setup in your environment.

nandrews
Frequent Visitor

@eleung83 Thank you for the tip! This could solve half the solution as the functionality we want both detects duplicates via duplicate detection rules and gives an interactive dialog to merge, ignore, or cancel the duplicate record.
This is arguably the more important function of the two as it seems harder to replicate and would maintain a more uniform user experience.

eleung83
Resolver II
Resolver II

If you are also looking for a UI as well that I am guessing you'd want to give your users the ability to do what you mentioned, then I'd suggest also looking at the OOB duplicate detection forms (available once you've enabled an entity for duplicate detection, or if the entity you are looking at is already enabled for duplicate detection).

 

These go hand in hand with the sdk messages and api requests for doing the actual duplicate detection, and can allow your users to merge and ignore the duplicate detection prompt

nandrews
Frequent Visitor

@eleung83 I have searched for these 'OOB duplicate detection forms' you mentioned and cannot find any information online or in Microsoft documentation.
Would you be able to give any more info or maybe even an example of this UI? I may be searching in the wrong places.

cchannon
Multi Super User
Multi Super User

For the UI portion, I would look at Custom Pages. They will allow you to build any custom UI you want and can easily be opened from a Command button as a dialog, side panel, or as full screen.

It's the 2nd screenshot in your original post (The one with the title: "Account or contact may already exists"), This form is the one that appears whenever you create (and I think also when you update a record that has duplicate detection enabled, and one of the rules has caused duplicates to be found). It's essentially the result of when the Duplicate Detection sdk message and web api actions are executed, displayed in a UI format that unfortunately can't be customized (you would have to go your own way if you wanted to replace these forms, but I think you may have issues trying to stop these existing duplicate detection forms from automatically appearing).

 

It's also from here that the user can either ignore and continue with creating/updating the duplicate record or choosing to merge the records together. More on the standard merging functionality here: "https://docs.microsoft.com/en-us/power-apps/user/merge-duplicate-records"

 

 

HS_Nico
Helper II
Helper II

I'm facing the same problem. Have you already found a solution how to open the dialog box?

 

I can detect duplicates with JavaScript and I can open dialog boxes. But I can't open the dialog to merge the records.

eleung83
Resolver II
Resolver II

You cannot open the out of the box merge dialog windows directly via javascript or any other supported method that I can think of. 

 

If you really need to, then you could open the merge dialog page directly, as I think it's still hosted as an aspx page, but obviously this is unsupported and hence could fail at any time if the merge dialog functionality changes.

Helpful resources

Announcements

Celebrating the May Super User of the Month: Laurens Martens

  @LaurensM  is an exceptional contributor to the Power Platform Community. Super Users like Laurens inspire others through their example, encouragement, and active participation. We are excited to celebrated Laurens as our Super User of the Month for May 2024.   Consistent Engagement:  He consistently engages with the community by answering forum questions, sharing insights, and providing solutions. Laurens dedication helps other users find answers and overcome challenges.   Community Expertise: As a Super User, Laurens plays a crucial role in maintaining a knowledge sharing environment. Always ensuring a positive experience for everyone.   Leadership: He shares valuable insights on community growth, engagement, and future trends. Their contributions help shape the Power Platform Community.   Congratulations, Laurens Martens, for your outstanding work! Keep inspiring others and making a difference in the community!   Keep up the fantastic work!        

Check out the Copilot Studio Cookbook today!

We are excited to announce our new Copilot Cookbook Gallery in the Copilot Studio Community. We can't wait for you to share your expertise and your experience!    Join us for an amazing opportunity where you'll be one of the first to contribute to the Copilot Cookbook—your ultimate guide to mastering Microsoft Copilot. Whether you're seeking inspiration or grappling with a challenge while crafting apps, you probably already know that Copilot Cookbook is your reliable assistant, offering a wealth of tips and tricks at your fingertips--and we want you to add your expertise. What can you "cook" up?   Click this link to get started: https://aka.ms/CS_Copilot_Cookbook_Gallery   Don't miss out on this exclusive opportunity to be one of the first in the Community to share your app creation journey with Copilot. We'll be announcing a Cookbook Challenge very soon and want to make sure you one of the first "cooks" in the kitchen.   Don't miss your moment--start submitting in the Copilot Cookbook Gallery today!     Thank you,  Engagement Team

Announcing Power Apps Copilot Cookbook Gallery

We are excited to share that the all-new Copilot Cookbook Gallery for Power Apps is now available in the Power Apps Community, full of tips and tricks on how to best use Microsoft Copilot as you develop and create in Power Apps. The new Copilot Cookbook is your go-to resource when you need inspiration--or when you're stuck--and aren't sure how to best partner with Copilot while creating apps.   Whether you're looking for the best prompts or just want to know about responsible AI use, visit Copilot Cookbook for regular updates you can rely on--while also serving up some of your greatest tips and tricks for the Community. Check Out the new Copilot Cookbook for Power Apps today: Copilot Cookbook - Power Platform Community.  We can't wait to see what you "cook" up!      

Tuesday Tip | How to Report Spam in Our Community

It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn!   Today's Tip: How to Report Spam in Our Community We strive to maintain a professional and helpful community, and part of that effort involves keeping our platform free of spam. If you encounter a post that you believe is spam, please follow these steps to report it: Locate the Post: Find the post in question within the community.Kebab Menu: Click on the "Kebab" menu | 3 Dots, on the top right of the post.Report Inappropriate Content: Select "Report Inappropriate Content" from the menu.Submit Report: Fill out any necessary details on the form and submit your report.   Our community team will review the report and take appropriate action to ensure our community remains a valuable resource for everyone.   Thank you for helping us keep the community clean and useful!

Community Roundup: A Look Back at Our Last 10 Tuesday Tips

As we continue to grow and learn together, it's important to reflect on the valuable insights we've shared. For today's #TuesdayTip, we're excited to take a moment to look back at the last 10 tips we've shared in case you missed any or want to revisit them. Thanks for your incredible support for this series--we're so glad it was able to help so many of you navigate your community experience!   Getting Started in the Community An overview of everything you need to know about navigating the community on one page!  Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Community Ranks and YOU Have you ever wondered how your fellow community members ascend the ranks within our community? We explain everything about ranks and how to achieve points so you can climb up in the rankings! Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Powering Up Your Community Profile Your Community User Profile is how the Community knows you--so it's essential that it works the way you need it to! From changing your username to updating contact information, this Knowledge Base Article is your best resource for powering up your profile. Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Community Blogs--A Great Place to Start There's so much you'll discover in the Community Blogs, and we hope you'll check them out today!  Community Links: ○ Power Apps ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Unlocking Community Achievements and Earning Badges Across the Communities, you'll see badges on users profile that recognize and reward their engagement and contributions. Check out some details on Community badges--and find out more in the detailed link at the end of the article! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio    Blogging in the Community Interested in blogging? Everything you need to know on writing blogs in our four communities! Get started blogging across the Power Platform communities today! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Subscriptions & Notifications We don't want you to miss a thing in the community! Read all about how to subscribe to sections of our forums and how to setup your notifications! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Getting Started with Private Messages & Macros Do you want to enhance your communication in the Community and streamline your interactions? One of the best ways to do this is to ensure you are using Private Messaging--and the ever-handy macros that are available to you as a Community member! Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Community User Groups Learn everything about being part of, starting, or leading a User Group in the Power Platform Community. Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Update Your Community Profile Today! Keep your community profile up to date which is essential for staying connected and engaged with the community. Community Links: ○ Power Apps  ○ Power Automate  ○ Power Pages  ○ Copilot Studio   Thank you for being an integral part of our journey.   Here's to many more Tuesday Tips as we pave the way for a brighter, more connected future! As always, watch the News & Announcements for the next set of tips, coming soon!

Hear what's next for the Power Up Program

Hear from Principal Program Manager, Dimpi Gandhi, to discover the latest enhancements to the Microsoft #PowerUpProgram, including a new accelerated video-based curriculum crafted with the expertise of Microsoft MVPs, Rory Neary and Charlie Phipps-Bennett. If you’d like to hear what’s coming next, click the link below to sign up today! https://aka.ms/PowerUp  

Users online (5,137)