This new release of Duplicate Check introduces Search Indexes, which will optimize the duplicate finding process. In order for search indexes to work correctly, some changes need to be made both in your Dynamics environments and in Duplicate Check itself.

In the environments where you are using Duplicate Check:

• Enable Dataverse Search
• Configure the Quick Find view of the DC Record Index table
• Mark the DC Record Index table as searchable for Dataverse Search

• Enable creating search indexes for newly created or updated records
• Create search indexes for existing records: 
  • Create search index jobs in Duplicate Check, and 
  • Run these jobs in DC Local

Make sure to first make the environment changes, and only then the Duplicate Check changes.
Read more in Update Instructions for Release R8, February 2025

• Search Index - Create and manage search indexes to optimize Duplicate Check for finding duplicates. A search index will automatically be created on insert and update for every record in the database, to ensure rapid, precise and fuzzy search results. View the index status for each entity, and recreate with a batch job if needed. Read more here.

• DC Job - When running a DC Job to find duplicates, choose to compare all records or a subset of records, with all records or a subset of records. For example, compare only the records that were created today against the entire database, or compare records owned by user X with the records owned by user Y.
• DC Settings - Set the number of jobs to be displayed on the DC Jobs page.
• DC Settings - Set the time between status updates on the DC Jobs page.
• General - Pages are updated and displayed quicker now.

1. In Duplicate Check, go to Manage Entities
2. At an entity, click Manage and open tab <Entity> Settings
3. Find the Disabled Records setting
4. Check the default values, and update where needed.
5. Publish the changes and repeat for the other entities.

• Finding Duplicates - Duplicate Check only marks active records as duplicates when searching for duplicates. Define for each entity which records are regarded as disabled in your environment. All other records will be included.

• DC Merge - Upon merge, all users and teams with access to the master or the losing records (as specified in the "Shared With" field) will retain access to the resulting record.

• DC Merge - After running a DC Job, automatically merge duplicates found in the job according to set criteria, with the new Auto Merge feature. Read more here.
• DC Merge - On the new Merge Settings tab, define a default rule for selecting what will be the Master record, and default rules per field for selecting which value will be preserved on the Master record at merge. Read more here.

• Duplicate Prevention - When saving an existing record, decide whether a search for duplicate records should be initiated only if scenario fields were updated, or any field on the record. Define this in the Feature Activation settings.
• General - Discover Data Flows, Plauti’s new import feature for Salesforce and Microsoft Dynamics. In Plauti Cloud, in the Data Importer menu, create Data Flows to process data in bulk. Import CSV or Excel files of any size into a Salesforce or Dynamics environment, with support for any Object or Entity type, and handy features like previous mapping memory. Perfect for data migration projects. Read more here.
  For now you can only insert data as new records into a Dynamics or Salesforce environment, but in the future updating, exporting and other data processing options will be available.

• DC Merge – Decide to disable losing records upon merge, instead of deleting them altogether. Read more.
• General - The app’s uninstall process has been improved.

• DC Job - Add a filter to a Duplicate Check job, to run the job on a subset of records.

• DC Job - Sometimes additional, nameless dummy jobs were created that could not be processed. This did not interfere with running the actual job.

• DC Merge - A user’s security role is now taken into account for merging. If a user has no merge permission in their security role, the Merge button is not shown when duplicates are found.

• DC Job - If the licensed record limit is reached, the records with the oldest created date are processed instead of randomly selected records.

• DC Job - Search for duplicates in bulk with DC Job. Run a batch search for duplicates on Plauti Cloud‍ or DC Local‍ and view the results in your Dynamics 365 environment. Read more here.‍ 
• DC Merge - Did you encounter a duplicate when processing a record, or found a number of duplicates with a DC Job? Merge them into one record, up to 15 records at a time. Choose which values to keep, and get rid of duplicate data. Read more here.‍ 
• DC Live - Find duplicate records when opening a record. With this setting enabled, DC will check for duplicates when opening an existing record. If duplicates of the record are found, merge them right away on the "Duplicates Found” tab. Read more here.
• License - Find all your license information on the new License page. View your licensed features, record limit, renewal date and more. Read more here.

• Matching Methods - When searching for duplicates with a DC Job, use the Fuzzy matching method to find duplicates even though they contain typing errors. Read more here.‍