Make your first duplicate detection rule

This is a quick tip to help you create your first duplicate detection rule in Dynamics365 for Customer Engagement.

First navigate to Settings->Data Management->Duplicate Detection Rule

datamanagement

duplicate detection rules

You have already some default duplication detection rules that you can use or unpublish. It is important to know that a duplication detection rule works only if it’s published and that you can have up to 5 maximum rules per entity.

Let’s create a simple duplication detection rule on Contact entity Mobile phone field, so when you create or update a contact with the same mobile phone number of another contact it will generate an alert. Click New to create a new rule.

newrule

Note that you have several options such as excluding inactive matching contact records and the ability to choose whether you want a case-sensitive rule or not by checking the corresponding box. You can also choose to ignore blank values.

myrule

Choose a field and a criteria (I took Exact Match) then save and do not forget to publish (buttons are at the top of the window).

save&publish

Let’s now test our published new duplication detection rule, I’ll create a contact test1 with 07123456 as a mobile phone number then I’ll try to create a second one test2 with the same mobile phone.

contact1

When trying to save my contact2 record I get the following popup which means that the duplication detection rule has been triggered

popup

You can choose to Ignore and Save so in this case contact 2 is saved with the same value in mobile phone number field as contact 1, otherwise you can cancel and get back to the record and update it with a different mobile phone number.

 

 

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