Microsoft Dynamics CRM 2011 Scripting Cookbook

Adding a new account and contact with validation

In this recipe, while the use of scripting is suppressed, we are implementing logic to perform a duplicate detection validation when inserting a new account. The purpose of this recipe is to demonstrate that we can force a user to choose if he/she wants to create a duplicate or not from the get go, rather than relying on a duplicate detection job to run. This approach still uses the system-defined duplicate detection rules, but makes the process dynamic and interactive for the user.

You can easily implement the same functionality for contacts, or you can merge both checks in the same process.

Getting ready

Either create a new solution or use the previously created solution. This recipe will work with ...