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Suggested answer

Duplicate Detection of records

Posted on by 5,005

Hi, All 

I need to find/avoid Duplicates of records . 

Which will be the best solution 

Plugin or Duplicate Detection Rule ? 

Please suggest some links if available 

Thanks 

Sandeep

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Duplicate Detection of records

    Hi sandeepc

    You need ensure the entity is enabled for duplicate detection.

    Go Settings > Customizations > Customize the system > entities.

    Click the entity you need, then check ‘Duplicate detection’ under ‘Data Services’ section.

     pastedimage1610962738456v2.png

    Test.

    Go Settings > Data Management > Duplicate Detection Rules to create new rule.

    pastedimage1610962792669v3.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Duplicate Detection of records

    any suggesstion will be marked as verified

  • sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Duplicate Detection of records

    But my custom entity is not showing up in drop down 

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,198 User Group Leader on at
    RE: Duplicate Detection of records

    Hi Sandeep,

    You can use alternate keys to avoid duplicates.

    Please refer to this blog :

    www.nexsoftsys.com/.../alternate-key-duplicate-detection-using-dynamics-crm.html

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