Matchname plugin

Rating: No reviews yet
Downloads: 977
Released: Sep 8, 2009
Updated: Sep 21, 2009 by wdeconinck
Dev status: Stable Help Icon

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Release Notes

installation notes

  • Extract the zip file on the CRM server in the c:\temp\matchname\ folder.
  • Open the OrbitOne.CRM.Plugins.MatchnamePluginInstaller.exe.config file with your favorite notepad
  • If you don't have the Microsoft.Crm.Sdk dll files in the servers Global Assembly Cache you'll need to install those first. You can find them in the or on MSDN.
  • Change the CRMConfiguration section
Url: Your servername
Username: your username
Password: your password
Domain: your domain
AuthenticationType: DON'T TOUCH. Leave at AD.
Instance: your CRM organization name
  • Right Click the OrbitOne.CRM.Plugins.MatchnamePluginInstaller.exe and run as Administrator.

What happens during installation:

  • fields are created (newmatchname on account and contact entities, newmatchcompany and new_matchcontact on lead entity).
  • the newly created fields are filled with data from the related fields (see the Home page).
  • the plugin is registered and will activate for account, lead and contact on both create and update.
  • the three duplicate detection rules are created.

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