For example, you might want to compare the Email field in Contacts to the Email field in Leads. It's also useful to be able to compare different record types. In most cases, you'll probably want to use the same record type for Base Record Type and Matching Record Type. In the Matching Record Type box, select the type of record to compare. In the Duplicate Detection Rule Criteria section, in the Base Record Type list, select the type of record that this rule applies to. Select the criteria to be used to identify a record as a duplicate. On the Actions menu, select Unpublish, and then select the rule. To edit a published duplicate detection rule, select the rule. To edit an unpublished existing duplicate detection rule, select the duplicate detection rule. To create a new duplicate detection rule, select New. Select Settings > Data management > Duplicate detection rules.
Sign in to the Power Platform admin center and select an environment. Make sure that you have the System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.įollow the steps in View your user profile.ĭon’t have the correct permissions? Contact your system administrator. If you want the system to detect duplicates for other record types, you'll need to create a new duplicate detection rule.Īfter you've created duplicate detection rules, you need to turn on the rules. The model-driven apps and the customer engagement apps (such as Dynamics 365 Sales and Dynamics 365 Customer Service) include default duplicate detection rules for accounts and contacts, but not for other types of records.
To maintain the integrity of your data, it's a good idea to have rules in place to reduce duplicate records in the system.
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