In this article, we will cover the topic most of you are heard about or are familiar with — Dynamics 365 built-in duplicate detection.

As you know, to set up this feature, you need to:

open Settings > Data management > Duplicate Detection Rules;
create a rule;
access Duplicate Detection Settings to enable necessary detection options.

I am sure many of you have already faced such a flow, and some consider it applicable to particular cases.

But what if you receive your Leads from the backend or decide to check for duplicates on existing records? You will get the same problem as me — the built-in solution can not cover all these tasks. And it is very frustrating! Every Lead is precious, so why should you lose a client because of sporadically appearing misunderstandings related to repetitive emails or phone numbers?

In this article, we will cover the topic most of you are heard about or are familiar with — Dynamics 365 built-in duplicate detection.

As you know, to set up this feature, you need to:

how to check duplicates in a batch

To level up your Dynamics 365 duplicate detection built-in functionality, I recommend you install a handy add-on by UDS Systems — Duplicate Checker.

You can download the Duplicate Checker on the UDS Portal and install it into your Dynamics 365.