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Implementing Microsoft Dynamics 365 Customer Engagement
book

Implementing Microsoft Dynamics 365 Customer Engagement

by Mahender Pal
March 2020
Beginner to intermediate
426 pages
13h 11m
English
Packt Publishing
Content preview from Implementing Microsoft Dynamics 365 Customer Engagement

Duplicate Detection Rules

Duplicate Detection Rules lets you define rules to check for duplicate records based on the duplicate detection settings. We can select fields that we want to validate for duplicate detection. It is always recommended to use a unique field for duplicate detection checks, such as record ID or email address.

The following screenshot shows the example Email address field check rule, which will fire based on duplicate settings such as on record creation or on updating of an account entity:

This will show a duplicate detection dialog if duplicates are found. Keep in mind that even though duplicate detection is set up, ...

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Publisher Resources

ISBN: 9781838556877