If you have the Plauti Business or Enterprise license, you need to create or search indexes for your records, or keep them up-to-date, to ensure finding duplicates will work smoothly and correctly. Find out below how to do this.

Prerequisites

• You have enabled Dataverse Search
• You have configured the Quick Find view of the DC Record Index table
• You have marked the DC Record Index table as searchable for Dataverse Search

This should be configured before proceeding with the steps below. Read more in Configure your D365 environments and apps for Duplicate Check‍.

1. Start a Search Index create or update job in Dynamics

1. In Dynamics, in the Duplicate Check app, go to Search Index at left. 
2. Find the Entity you want to create or update the index for.
3. At right, click Start Index Creation .
4. Confirm to run the Index Job in DC Local.

In the search index overview, the Status will change to “Waiting to start”.

Your Index create or update job is now queued in DC Local.

2. Start the job in DC Local

1. Start the DC Local‍ application.
2. Click Run a Job for Microsoft Dynamics 365.
3. Log in using your Microsoft credentials.
4. Select your Cloud (usually this will be Public Cloud).
5. Select your Environment.
6. Find the Search Index job you just created and click Select.
7. Check the job details and click Start Job. 

DC Local will now create the Search Index for your Entity and will send it back to Dynamics. You can monitor the job progress both in DC Local, and in the Duplicate Check app in Dynamics, in the Search Index section.

Once the search index is created for an entity, its Status in the Search Index overview will change to “Completed”, and its Index Status will change to “Index Up To Date” .