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Help, my Duplicate Detection isn't firing!

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Your duplicate detection (DD) isn’t working, now what? As with every problem, stay calm and we’ll work our way through all the reasons why it might not be working. Well, at least all the reasons I know.

Duplicate detection is disabled

You will find this setting in Advanced Settings > Data Management > Duplicate Detection Settings. You will want to make sure that the whole feature is enabled and your respective suboperation where you expect DD to be performed.

Rule not published

Your rules are found in Advanced Settings > Data Management > Duplicate Detection Rules. Check that the rules that you want to apply are published and any other rule is unpublished. Notice that DD rules are unpublished upon deployment if they are included in the imported solution! That might be the reason why you have regular problems with unpublished rules.

Rule can not be published

There is a limit of 5 rules per entity on duplicate detection rules. So if you hit this limit, the publish will fail and you will need to deactivate another rule on the same entity.

Rule options not correct

Case Sensitivity and Exclude Inactive Records can severely limit the results. Think about the lead here, qualified or disqualified leads will not be taken into account.

DD does not work on activation

Especially if you use Exclude Inactive Records you might expect the records to be checked upon activation. But sadly I have to tell you that there is another limitation, DD does not work on activate/deactivate.

Wrong field Display Name

Harder to spot is this one: You might have selected the wrong field because you have renamed the field on the form. So the Display Name of the field on the form might be City in a section called Billing Address, you select it in the DD rule criteria and it does not yield the expected result. To check this, I would suggest going to the customizations, opening the form, then selecting the field and opening the column behind it, to check its display name.

Duplicate Display Name

It gets nasty if in the situation above you have actually changed the display name of both Address 1: City and Address 2: City to City. They will be differentiated on the form through their respective section, but in Advanced Find, Power Automate and other places you won’t be able to do so. That’s why it’s generally not a good idea to name 2 fields the same outside of forms, but it’s manageable through trial and error still.

However, DD takes that up a notch: In that situation, the display names in the selection get cleared of duplicates (ironic, I know) and thus, only one of the 2 City fields is shown. And what you select then is pure luck. So simple rule: If you want to use a field with DD, you can’t have a second field with the same display name!

City is only shown once But it’s also not listed under Address X

Summary

I hope one of these causes hit your problem, if not, I can only wish you good luck with your further search. Remember that you also can open a ticket with Microsoft support, they are often very helpful with their insights from the backend.


This was originally posted here.

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