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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Duplicate Detection Rules

Posted on by 2,645

Is there a way to change the duplicate settings so that duplicates aren't flagged where it involves an inactive company record?

  • Verified answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Duplicate Detection Rules

    Hi,

    If you want the rule to consider only active records while detecting duplicates, the Exclude inactive matching records check box needs to be ticked. You should also select this check box if your duplicate detection rule criteria is based on the status field.

    61285.png

    For more details, please refer to the following documentation:

    Set up duplicate detection rules to keep your data clean - Power Platform | Microsoft Docs

    Here are the test results:

    (1)The active records with the same company name are detected.

    6180.png

    (1)The inactive records with the same company name are detected.

    41004.png

  • USA80 Profile Picture
    USA80 2,645 on at
    RE: Duplicate Detection Rules

    Currently it is this:

    pastedimage1647962285529v1.png

    Then I add the status

    pastedimage1647962326783v2.png

    Try to save it and I get this:

    pastedimage1647962357467v3.png

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,530 Super User 2024 Season 1 on at
    RE: Duplicate Detection Rules

    can you share the screenshot of the Duplicate detection rule.

  • USA80 Profile Picture
    USA80 2,645 on at
    RE: Duplicate Detection Rules

    I did, but then it comes back with a message that I am over the 700 allotment.

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,530 Super User 2024 Season 1 on at
    RE: Duplicate Detection Rules

    Hello USA80,

    Can you check by providing the "Status" or "Status reason" attribute in the Duplicate detection rule.

    Thank you,

    Amit Katariya

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