Entity Settings

Last published at: November 22nd, 2024
Delete

In the <Entity> Settings you can configure Duplicate Check settings that can differ per entity, such as the Result Fields.

To set up the Entity Settings for a certain entity:

  1. In the Duplicate Check app, at left, go to Manage Entities
  2. At the entity you want to configure settings for, click Manage  at right.
  3. Go to the <Entity> Settings tab.

General Settings

Result Fields - Duplicate Check Job Results

Delete

After a Duplicate Check job is finished, its results are shown on the Duplicate Check Job Results page. The Result Fields are the entity fields that are shown in the job results.

To change which entity fields are shown in DC Job results: 

  1. At "Result Fields - Duplicate Check Job Results", click Edit.
  2. Move the entity fields you want to display to the Selected Fields column.
  3. Click Save.

This job result shows result fields Account Name, Address 1: City, Address Phone, and Website

The result fields that are shown on tab "Duplicates Found" for single record duplicates, can be set in the Duplicate Prevention‍ settings.

Delete Entity Configuration

This option will delete the entity and all of its configuration, so including scenarios and feature configuration, from the Duplicate Check Setup. This cannot be undone! Of course you can always add the entity again at a later point, but it will need to be fully reconfigured again, including all scenarios and feature settings.

To delete an entity's full configuration from the Duplicate Check Setup, click Delete at "Delete Entity Configuration".

Advanced Settings

Start Entity Setup Process for Entity

When the DC setup for an entity is published for the first time, customizations are applied to forms and ribbons. Because of this, the first publish of an entity setup is of the type "Publish All".

When you make any changes to your forms or ribbons, or add a form to use in an app, the DC setup needs to be re-published for all entities where you want to use Duplicate Check. This way the necessary customizations are added to the new or edited form or ribbon.

Click Start Entity Setup to start a publish of the entity's setup of the type "Publish All". This will add Duplicate Check customizations to all forms of the entity.
Just clicking "Publish" after making changes within the DC Setup is not sufficient, as it will only add the DC setup changes you made to forms.

Start Entity Teardown Process for Entity

Where the above setting "Delete Entity Configuration" removes an entity and its configuration from the Duplicate Check setup, Entity Teardown removes all Duplicate Check features from an entity. 

Click Start Entity Teardown to fully remove Duplicate Check from an entity. In the process of deleting the Duplicate Check app from your environment, first apply Entity Teardown to each entity configured in Duplicate Check. Then delete the solution. Read more about deleting the DC app in Uninstall Duplicate Check for Dynamics 365‍.

Abort Ongoing Setup/Teardown Process for Entity

The first time DC Setup is published for an entity, this should take about 5 minutes. An Entity Teardown process should also take up comparable time. If it takes significantly longer, the process might be stuck somewhere. To fix this, you can try to stop the setup publish or teardown for the entity, then try again.

Click Abort Entity Setup/Teardown   to try and stop an ongoing system Entity Setup or Teardown process for an entity.