Duplicate

Dynamics 365 duplicate detection not working

Dynamics 365 duplicate detection not working
  1. How do I find duplicates in Dynamics 365?
  2. How do you define duplicate detection rule in Dynamics 365?
  3. Can you duplicate an opportunity in Dynamics 365?

How do I find duplicates in Dynamics 365?

Step 1: In Dynamics 365, go to 'Settings' followed by 'Data Management' then select 'Duplicate Detection Jobs' and click on 'New' in the top left corner. This will bring up the Duplicate Detection Wizard which will help you to create the job needed for checking duplicate records.

How do you define duplicate detection rule in Dynamics 365?

Select Settings > Data management > Duplicate detection rules. To create a new duplicate detection rule, choose New. Type a name and description. To edit an unpublished existing duplicate detection rule, choose the duplicate detection rule.

Can you duplicate an opportunity in Dynamics 365?

Copy an opportunity

Click Sales and marketing > Common > Opportunities > All opportunities. Select the opportunity that you want to copy. Click Opportunity to create a new opportunity. In the Subject field, enter the subject of the opportunity.

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