D365 CE Duplicate Detection Rule Not Working

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Posted on by Justin Palmer

On our Account entity we added a "Business Unit" field. To prevent duplicate detection from identifying an Account as a duplicate (across Business Units) I updated the default duplicate detection rules (DDRs). As the names indicate I simply added the "Business Unit" field to the criteria:

Details from the "Account Name" + "Business Unit" rule is as follows:

After adding this to the rule and publishing the DDRs neither import nor UI is processing these rules correctly.

When I try to import a file containing Accounts that I KNOW are not duplicate I get an import failure - reason is duplicate encountered.

When I update an account in the user interface I get a duplicate detection pop-up on accounts I KNOW are not duplicate.

I have seen similar posts to this indicating that the DDRs "take a while" to propagate through the system but as you can see in the first screenshot all DDRs show published.

Any suggestions on how to resolve this issue would be appreicated.

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LeoAlt 16,329 on at

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RE: D365 CE Duplicate Detection Rule Not Working

Hi partner,

I set a rule as "accounts with same name and same Business Unit" in my instance and it worked well.

Then I created a new account with an exasting name and Business unit, it shows duplicate detection rule to me.

You can check to see if other rules conflict.

If it still not work, try to clear the caches and cookies in your browser.

Hope it helps.

Best Regards,

Leo
Justin Palmer 40 on at

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RE: D365 CE Duplicate Detection Rule Not Working

Looks like it was "Blank Values" setting on the DDR - checked the ignore boxes and the DDRs started to work as anticipated.