Lead Qualify as opportunity and duplicate detection

In the sales process normally, you would create a lead and then promote that lead to an opportunity by clicking on the qualify button. When this happens, the CRM creates an opportunity and a contact record.

If there are duplicate detection rules created for the contact record, when you try to qualify a lead it would first bring a small dialog box stating that there could be potential duplicates (Displays both account and contact lookups) and to select one from the list.

One thing is that this appears even if there are no duplicate records as well. If you unpublish the duplicate rules for contact, then this dialog box doesn’t come up. If the rules might be needed we cannot unpublish them.

Some clients don’t like this at all as it doesn’t give a user friendly box with potential duplicates are being marked. Also even though there are no duplicates this might pop up.

Luckily we can turn this off by writing a plugin.

The plugin has to be using the “Lead Qualify” message and have to write for the pre validation stage of lead.

In the C# code you need to write the below twice.

localContext.PluginExecutionContext.InputParameters[“SurpressDuplicateDetection”] = true;

localContext.PluginExecutionContext.InputParameters[“SurpressDuplicateDetection”] = true;

This would prevent from displaying the dialog box completely.

If you want to show the dialog box, if there are duplicates then you can write code to check for duplicates based on the criteria you have been given. Then only if there is a duplicate, you can display the dialog by putting the below 2 statements in an if else condition.