Run a DC Local Duplicate Check job

DC Local for Dynamics 365

Last published at: August 2nd, 2024
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After starting a DC Local job a few processes will run, and the end results will be presented in your Dynamics environment.

1. Log in

  1. Start DC Local by double-clicking it in its installation folder.
  2. Select the platform you want to use. To start a job from your Dynamics 365 environment, select Run a Job for Microsoft Dynamics 365.
  3. Use your Dynamics 365 credentials to login into DC Local.
  4. Accept the requested permissions. Otherwise, DC Local won't work.
  5. Select your Cloud (environment type). If you do not know your cloud type, it most likely is 'Public Cloud (Default)'.
    Then select your instance.
  6. Once logged in, you will see the DC Local Job selection page.

2. Send job to DC Local

If you don't see a job yet under Available Jobs, create one in Dynamics 365 first. Read more about creating a DC Job here‍.

  1. In your Dynamics 365 environment, in the Duplicate Check app, click Duplicate Check Job  at left.
  2. In the Duplicate Check Jobs overview, click + Add New Job  at top left.
  3. Configure the job and click Next.
  4. At 'Processing Options', select DC Local.
  5. Click Start.

3. Find and run a job in DC Local

Now the created job will be visible in the DC Local 'Available Jobs' panel, ready to be processed. You might need to click the refresh button at top right to see newly created jobs. You can send multiple jobs to DC Local.

  1.  Click Select at the job you want to run.
    Its Job Details will appear.
  2. Review the job details and click Start Job .
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    Duplicate Check Local will now take the following actions to complete the job:

    Step 1 of 6 - Export records from Dynamics 365
    Step 2 of 6 - Read records
    Step 3 of 6 - Index records
    Step 4 of 6 - Find duplicates
    Step 5 of 6 - Group duplicates
    Step 6 of 6 - Upload duplicate results to Dynamics 365

    It may take some time for Dynamics 365 to prepare all the data and export it to DC Local. The time needed is variable and depends on the size of your data, the speed of your internet connection, and the Dynamics 365 cloud status.

  3. When the job is finished, its status will show as 'Completed'. Click View Results to return to the DC Jobs overview page in Dynamics 365 and view the job results. From there you can choose further actions, such as merging the duplicate records.

  4. In DC Local, you can now click Back  and start another job, or just close the program.