Manage your entities to set up entity-specific settings for Duplicate Check, and to configure scenarios.
Prerequisites
- To manage entities you either need D365 System Administrator permissions, or the Duplicate Check Admin role.
Manage Entities
To configure entities for use with Duplicate Check:
- Open the Duplicate Check app from the app overview.
- At left, click Manage Entities.
- In the "Manage Entities" overview, find the entity you want to configure.
If the entity is not listed, add it by clicking + Add Entity at the top. - At the right of the entity, click Manage
- Add or edit scenarios for finding duplicates at tab <Entity> Scenarios.
- Configure entity-specific settings at tab <Entity> Settings.
- Manage entity-specific features at tab Feature Activation & Setup.
- Click Save, and Publish Now to let the changes take effect.
Even if you kept all default settings and did not change anything, you still need to click Save and Publish Now to activate Duplicate Check for that entity.