In the Matching Record Type box, choose the type of record to compare.
In the Duplicate Detection Rule Criteria section, in the Base Record Type list, choose 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, choose Unpublish, and then choose the rule. To edit a published duplicate detection rule, select the rule. To edit an unpublished existing duplicate detection rule, choose the duplicate detection rule. To create a new duplicate detection rule, choose New. Select Settings > Data management > Duplicate detection rules. In the Power Platform admin center, 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 rule.Īfter you've created duplicate detection rules, you need to turn duplicate detection on. The customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), include default duplicate detection rules for accounts, contacts, and leads, 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.