Prevent Server Side Duplicate Records

The app enables users to prevent duplicates when creating new records and updating existing records on the server side programmatically using the Assembly, WPF Application, Data Import processes, Power Automate, and Workflow. Server-side duplicate prevention supports rule-based Enforce Duplicate Prevention, where all configured duplicate rules are evaluated. Records matching Strict Rules are prevented, whereas records matching only Loose Rules are processed successfully.

Example: If Email Address is configured as a Strict Rule and First Name + Last Name as a Loose Rule, creating a contact with the same email address as an existing contact will be blocked. However, if only the name is similar (for example, John Smith and Jon Smith) and the email address is different, the record will be created because it matches only the Loose Rule.

If a record is identified as a duplicate by both Strict and Loose rules within the same duplicate group, the Strict Rule takes precedence. As a result, the record creation or update is blocked based on the more restrictive rule. For more information about configuring duplicate rule enforcement, see Enforce Duplicate Prevention Feature

• Prevent Server Side Duplicate Records using Assembly Code

• Prevent Duplicates while Creating or Updating Records using Power Automate Flow

• Prevent Duplicates While Creating or Updating Records using Workflow

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