DC Job - Find Duplicates in Batch

Last published at: August 12th, 2025
Delete

To search for duplicates in your environment, you can start a Duplicate Check Job (DC Job). With a DC Job you can search all records of an entity for duplicates, or even between different entities. If any duplicates are found, they are shown on the Job Result page, where you can merge‍ them to clean up your data set.
DC Job can search any entity for duplicates, including custom entities.

DC Jobs are executed outside the Dynamics environment, either with Plauti Desktop‍ or Plauti Server‍ on your local machine, or with the Plauti Cloud service. In both cases your data is exported and imported via a secure connection.

Prerequisites

  • You have the Plauti Deduplicate Admin role.
  • You have set up one or more Scenarios‍ for the entities you want to search in. A scenario determines which records are considered potential duplicates.
  • Decide whether you want to run the DC Job on Plauti Cloud or Plauti Desktop/Server.
    With Plauti Cloud, the job is run on Plauti's secure cloud service. Read more about Plauti Cloud.‍
    With Plauti Desktop or Plauti Server, the job is run locally on your laptop or server. Read more about Plauti Desktop‍ and Plauti Server‍.
  • Make sure you have set up Plauti Cloud, Desktop or Server.
    Read more here.

Running a DC Job

To run a Duplicate Check search job:

  1. In the Plauti Deduplicate app, at left, click Duplicate Check Job .
    The Duplicate Check Jobs overview opens.
  2. At top left, click + Add New Job .
  3. In the pop-up that appears, enter a Job Name. For future reference it's recommended to have the name describe what the job does.
  4. At Select Entity, select the entity to find duplicates in. If the entity is not in the list, you can configure it in Manage Entities‍.
  5. If you want to compare to records of another entity, click + Add Cross Entity and select the second entity (Cross Entity). For now, Cross-Entity Search‍ is only available for Leads.
  6. At Select Scenario, select one or more scenarios to determine when a record qualifies as a duplicate.
    If you select multiple scenarios, two records are considered potential duplicates if they score as duplicates on at least one of the scenarios. Read more about Scenarios here‍.
    For Cross-Entity Search, select one or more scenarios for the Cross Entity.
  7. Click + Add Filter (optional but recommended) to search for duplicates within a subset of records, or by comparing two subsets of records. Read more about job filters here‍.
  8. Click Next.
  9. Decide where to run the DC Job: on Plauti Cloud or Plauti Desktop/Server.
  10. Click Start.


    The job has been sent to Plauti Cloud, Plauti Desktop, or Plauti Server.
  11. Click Finish.
    The job is now added to the Job Overview‍ in Plauti Deduplicate, but not yet started. Its status shows 'Holding' or 'Waiting to Start'.
    • If you have enabled Auto Run Jobs‍ in Plauti Cloud, Desktop or Server, the job will be started automatically. Proceed at step 12 below.
    • If you are not using Auto Run Jobs for this environment, the DC job is not yet started. Proceed at step 11 below to start the job.
  12. Open Plauti Cloud, Desktop or Server, and start the job.
    Read more about Running a DC Job in the Plauti Apps‍.
  13. After the job has finished, its results are sent back to Plauti Deduplicate Dynamics 365.
  14. In Plauti Deduplicate , go to Duplicate Check Job again.

  15. At the job you just ran, click View Results to view the results of the duplicate search job, and process the duplicates if needed. For example, you can merge‍ or discard a duplicate group or some records in a group.
    Read more in DC Job Results Overview‍.
Delete

Running both D365 and Salesforce jobs

If you are using both Dynamics 365 and Salesforce, you can use Plauti Deduplicate in both environments. All Plauti apps can handle DC Jobs from both sources intermingled. However, Plauti Desktop and Plauti Server can only run one job at a time, and will queue subsequent jobs. Plauti Cloud can run several jobs concurrently.

Delete

Only active duplicate records are shown

Plauti Deduplicate will search all records to find duplicates, but will only display active records as result. Duplicate records that are disabled will not be shown.
What is considered an active or disabled record can differ per organization. In the Entity Settings‍ you can indicate which records should be regarded as disabled or active for the duplicate search results.