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- How do I prevent duplicate records in Dynamics 365?
- What is duplicate detection rule in Dynamics 365?
- How do I enable duplicate detection in Dynamics 365?
How do I prevent duplicate records in Dynamics 365?
For preventing duplicate record creation - you should be able to use alternate keys in dynamics crm. you can have upto 5 alternate keys for the entity and in each alternate key you can have multiple fields within.
What is duplicate detection rule in Dynamics 365?
Duplicate detection is a must-have feature that helps keep your data accurate and clean. This makes workflows run more reliably, imports go smoother, and data more reliable.
How do I enable duplicate detection 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.
