web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Suggest Similar Record...
Customer experience | Sales, Customer Insights,...
Unanswered

Suggest Similar Records In Dynamics 365 CE for entity other than Cases.

(0) ShareShare
ReportReport
Posted on by VinayakChavan

Hi,

Dynamics 365 CE provides Advanced Similarity Rules functionality only for cases for now. 

In case if we have to implement similar functionality to show similar/matching records in grid from an order or any other entity bases on some attributes from main entity and some from related entity.

What are the possible options to get the desired outcome?

Thank you!

I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the January Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 118 Super User 2026 Season 1

#2
Jimmy Passeti Profile Picture

Jimmy Passeti 46 Most Valuable Professional

#3
NeerajPawar Profile Picture

NeerajPawar 41

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans