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Customer experience | Sales, Customer Insights,...
Suggested Answer

Import data into dataverse

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Posted on by 35

I understand the steps to import as per this article: https://docs.microsoft.com/en-us/powerapps/maker/data-platform/data-platform-import-export

but I am wondering how do you set duplicate detection in dataverse? Or do you set it per table and that’s it? I know you can say to ignore duplicates when updating in the CRM itself but don’t see the step in power apps

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  • Suggested answer
    Venkatesh Nadar Profile Picture
    Microsoft Employee on at

    Hi,

    You can follow the below article-

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

    Hope this helps!

    Regards,

    Venkatesh N

  • Suggested answer
    Bipin D365 Profile Picture
    28,985 Moderator on at

    Hi,

    dynamics CRM platform comes with prebuilt duplicate detection rules for OOB entities. If your requirement is to define rules for custom entity then you can easily do that from classic designer tool -

    Advanced settings->Settings->Data Management->Duplicate detection rules

    CR64.PNG

    You have the flexibility to Publish and unpublish the rules as per your need.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Suggested answer
    Manoj Mane Profile Picture
    1,020 on at

    Hi,

    You can create an Duplicate Detection rule or also you can set up an alternate key. 

    please refer the below blog:-

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

    Thanks,
    Manoj.

    Please mark this as VERIFIED if it helps.

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