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Customize Duplicates found view in Duplicate Detection

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Posted on by SaiKrishnaGudluru

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Hi Team,

I come across an issue in customizing the columns shown on Duplicates found: view in duplicate detection dialog we get when configured the duplicate detection. We get two views

Current Record
Duplicates found:

As per MS Learn Documentation, I could able to manage in customizing the columns for /Current Record/ View. But unable to find a way to customize columns for Duplicates found view.

While checking the network logs, I found a web api call returning only those 3 columns in Duplicates Found View. So, I thought these columns are dynamically getting pulled out and unable to find a way to explore further. Please share your inputs around this on the possibilities/ approaches.

{    /@odata.context/: https://xxxxx.crm.dynamics.com/api/data/v9.0/$metadata#accounts/,    /@Microsoft.Dynamics.CRM.totalrecordcount/: -1,    /@Microsoft.Dynamics.CRM.totalrecordcountlimitexceeded/: false,    /value/: [        {            /@odata.type/: /#Microsoft.Dynamics.CRM.account/,            /@odata.etag/: /W////633998239////,            /name/: /Anand Textiles/,            /accountnumber/: /7782/,            /modifiedon@OData.Community.Display.V1.FormattedValue/: /12/9/2021 8:44 AM/,            /modifiedon/: /2021-12-09T14:44:01Z/,            /accountid/: /314ee169-xxxx-xxxx-xxxx-000d60b0b663/        },        {            /@odata.type/: /#Microsoft.Dynamics.CRM.account/,            /@odata.etag/: /W////727640874////,            /name/: /Abhiram Agencies/,            /accountnumber/: /7782/,            /modifiedon@OData.Community.Display.V1.FormattedValue/: /6/27/2023 1:40 PM/,            /modifiedon/: /2023-06-27T18:40:46Z/,            /accountid/: /fe017469-xxxx-xxxx-xxxx-00016ccadbf5/        }    ]}

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Leah Ju Microsoft Employee on at

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Hi Partner,

It seems to be by-design, we can't customize it.

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SaiKrishnaGudluru 108 on at

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@Leah Ju Thank you for your inputs on this. Yeah, it seems - we cannot be able to change it. But this is changing from Org to Org. When I asked my friend to validate - they have another column added to duplicates found view. Not sure how this view is being generated. To overcome this issue, I come up with an approach to use Custom Pages as below...

Ignore and save : simply saves the record and closes the window

Merge: Merges the current record with the record selected from duplicates gallery

Cancel: Simply closes the window.

The work is still in-progress, but this might solve the issue.

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MarcoGrimaldi 2 on at

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Hi,

the LOWER grid is dynamic, based on the fields selected in the duplicate detection rule.

Use Microsoft Dataverse to detect duplicate records and merge - Power Platform | Microsoft Learn

Question: Can you tell me how you manage to customize the GRID on the TOP?

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Froilan Pronto 8 on at

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Hi @Marco Grimaldi. It looks like the field is automatically added in the grid view after you add the field as part of the criteria for duplicate detection. For example below I add Job title as another criteria to check for duplicate detection in Contacts.

Then the Job Title is automatically added in the top grid(Current record) and below grid(Duplicate record)

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