CRM easy rule & Resource Duplicate Detection
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Easy Duplicate Detection? - Microsoft Dynamics CRM Forum Community Forum
https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/115798/easy-duplicate-detection
The Modern Rules of Customer Relationship Management (CRM)
https://blog.higherlogic.com/2013/03/12/The-Modern-Rules-of-Customer-Relationship-Management-CRM
Set up rules to automatically create or update records (Dynamics 365 Customer Service) | Microsoft Docs
https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-rules-to-automatically-create-or-update-records
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