{"id":4587,"date":"2017-03-01T18:40:57","date_gmt":"2017-03-01T13:10:57","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=4587"},"modified":"2023-08-09T14:35:43","modified_gmt":"2023-08-09T09:05:43","slug":"detect-duplicates-ribbon-button-in-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2017\/03\/detect-duplicates-ribbon-button-in-dynamics-365\/","title":{"rendered":"Detect Duplicates Ribbon Button in Dynamics 365"},"content":{"rendered":"

\"DeDupeD\"<\/a><\/p>\n

Introduction:<\/strong><\/p>\n

Duplicate Detection has been around for a while. Earlier Duplicate detection could be scheduled as a job or it would auto-popup when creating\/updating records based on the duplicate detection rules that have been defined.<\/p>\n

With Dynamics 365, we now have a way to find duplicates with a single click for the selected record. Now in Dynamics 365, there is a \u2018Detect Duplicates\u2019 ribbon button available that is visible when you select a single or multiple records.<\/p>\n

\u2018Detect Duplicates\u2019 ribbon button has two options:<\/p>\n

    \n
  1. For Selected Records<\/li>\n
  2. For All Records on All Pages.<\/li>\n<\/ol>\n

    \"Detect<\/p>\n

    Note:<\/strong> \u2018Detect Duplicates\u2019 button will only be visible when the duplicate detection rule which has status reason as \u2018Published\u2019 for the entity is available. This button won\u2019t be visible if you unpublished the duplicate detection rule for the entity.<\/em><\/p><\/blockquote>\n

    Let us understand this functionality with an example:<\/strong><\/p>\n

    1. Suppose we have multiple lead records having the same \u2018Mobile Phone\u2019 number, \u20188527419633\u2019, as seen in the screenshot below;<\/p>\n

    \"Detect<\/p>\n

    2. Navigate to Settings -> Data Management -> Duplicate Detection Rules and create a rule for detecting Leads with the same \u2018Mobile Phone\u2019 number.<\/p>\n

    \"Detect<\/p>\n

    3. Navigate to \u2018Lead\u2019 entity, click on any one of the lead record and the on-demand \u2018Detect Duplicates\u2019 ribbon button will now be visible as seen in the screenshot below;<\/p>\n

    \"Detect<\/p>\n

    In this example, lead \u2018nicole dsouza\u2019 is selected and we have clicked on the \u2018Detect Duplicates\u2019 button -> \u2018For Selected Records\u2019.<\/p>\n

    4. After clicking on the button, \u2018Check for Duplicates\u2019 window will open up. You can now give the name of the System Job where you can check the status. You have the option to mention the Start Time. You can also mention after how many days you want to run this System Job.<\/p>\n

    \"Detect<\/p>\n

    In addition, there is an \u2018Email options\u2019 available where you can provide the Email ID to get a notification once the job is completed. After filling all the required fields, click on \u201cOK\u201d button.<\/p>\n

    5. Now navigate to Settings -> Data Management -> Duplicate Detection Jobs. You can see the System Job \u2018Status Reason\u2019 is changed to \u2018Succeeded\u2019.<\/p>\n

    \"Detect<\/p>\n

    6. Open the system job. You can see that the duplicates are detected for the same \u2018Mobile Phone\u2019 number.<\/p>\n

    \"Detect<\/p>\n

    In the \u2018Potential duplicate records\u2019 section, you can see \u2018ayesha fernandes\u2019 and \u2018Patrick Noronha\u2019 have the same \u2018Mobile Phone\u2019 number as \u2018nicole dsouza\u2019.<\/p>\n

    Conclusion:<\/strong><\/p>\n

    \u2018Detect Duplicates\u2019 ribbon button is an on-demand way to detect duplicates for specific records.<\/p>\n

    \n

    Spanish, German, French, Portuguese, and Turkish \u2013 Map analytics within Dynamics 365\/CRM now in language of your choice!\u00a0<\/a><\/strong><\/span><\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"

    Introduction: Duplicate Detection has been around for a while. Earlier Duplicate detection could be scheduled as a job or it would auto-popup when creating\/updating records based on the duplicate detection rules that have been defined. With Dynamics 365, we now have a way to find duplicates with a single click for the selected record. Now\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":4600,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,49],"tags":[1481],"class_list":["post-4587","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-ribbon-buttons","tag-ribbon-button-in-dynamics-365"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/4587","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=4587"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/4587\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/4600"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=4587"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=4587"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=4587"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}