Duplicate Check for Dynamics 365

Welcome to Duplicate Check for Dynamics 365

• Getting Started with Duplicate Check for Dynamics 365

Installing Duplicate Check

• Install Duplicate Check for Dynamics 365
• Configure your Power apps for Duplicate Check
• Grant Permissions for Duplicate Check
• Update Duplicate Check for Dynamics 365
• Uninstall Duplicate Check for Dynamics 365

Configuring Duplicate Check

• Manage Entities
• Scenarios
• Matching Methods
• Matching Method: Company Name
• Entity Settings
• Merge Settings
• Ignore Entity Relationships
• Duplicate Prevention
• Your License

Preventing Duplicate Records

• Prevent Duplicates upon Save
• Prevent Duplicates As-you-type

Finding Duplicate Records

• Duplicate search upon opening records
• DC Job - Find Duplicates in Batch
• DC Jobs Overview
• Duplicate Check Job Filter

Processing Duplicate Records

• DC Job Results Overview
• Manual Merge
• Auto Merge

Plauti Cloud

• Using Plauti Cloud

DC Local

• Duplicate Check Local General Information
• Install Duplicate Check Local on macOS
• Update Duplicate Check Local on macOS
• Install Duplicate Check Local on Windows
• Update Duplicate Check Local on Windows
• Install DC Local Server Mode on Windows
• Duplicate Check Local Server Mode General Information
• Configure and use DC Local Server Mode
• Run a DC Local Duplicate Check job
• Auto Process Jobs

Videos

• Video - Set up DC and prevent duplicates

Troubleshooting

• Enable asynchronous form handlers
• Duplicate Check does not seem to work
• Cannot select all matching methods
• Default entities not installed
• Cannot publish entity for the first time
• Cannot uninstall because of dependencies
• DC Local - Users cannot access app

Release Notes

• Release Notes Duplicate Check