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Customer experience | Sales, Customer Insights,...
Suggested Answer

Duplicate Records Found Screen Changes

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Posted on by 33

New to D365 so pardon if this is a basic question.  When saving a record and D365 determines the record may have a duplicate, there is a pop up screen that shows the two records.  Is there a way to add fields to that pop up screen and if so, where do I find that display at to add fields to it?

Thanks.

pastedimage1668529067799v1.png

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    Please check the default public view and add your required fields

    Make.powerapps.com - Select Enviornment - Dataverse - Tables - select tables - views - modify public default view

  • jlarner Profile Picture
    33 on at

    Thank you for this response but I am slightly lost.  I know where you are pointing me to but once I get to tables, what table do I look at?  See my screenshot below on this.  I did go to Contact -> Views and I see the view type column that says Public View and default next to them.  I edited both of the ones in this screenshot just in case and when I refreshed my D365 browser instance, saved a known dupe, the pop up screen still did not show the new field I added to the view.

    pastedimage1668537153767v1.png

  • Suggested answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    Check below thread

    community.dynamics.com/.../duplicate-records-detected-dialogue-how-to-add-more-columns

    Based on the reply it says we need to modify lookup view

    Try this If it still does not work then it is not customizable

  • jlarner Profile Picture
    33 on at

    Thanks. I have seen that post many times in my searching for a solution on this and I have tested this out each time to have it not do anything for me.  I guess I'll chalk this up to a feature that just isn't available at this time.

  • CU27040927-8 Profile Picture
    6 on at
    I used to get this problem but I can't solve it.

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