Auto-Creating Contacts and Duplicate Detection in Microsoft Dynamics CRM 2011

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As we have mentioned in previous posts, one of the new features in CRM 2011 for Outlook is the ability to automatically create new contact records if you track an e-mail with an address that does not exist in CRM.

This feature is turned on by default, and is located toward the bottom of the “E-mail” tab of user settings in CRM for Outlook.

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As you plan your roll-out of Microsoft Dynamics CRM, you should be aware of the default options and how they may interact with other application features.

One example that I’ve seen with this new feature, is that when you track an e-mail and the system creates a new contact, if duplicate detection is enabled, and the contact being created matches another contact in the system, the duplicate detection process will prevent the contact from being created, and also prevent the e-mail from being tracked.

If you find that periodically you are getting errors when tracking e-mails, I recommend testing with the automatic contact creation feature disabled.

Post by: Joel Lindstrom, Customer Effective

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