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Lab 12.6: Duplicate detection
Module 12: Putting it all together

Module 12: Putting it all together

Lab 12.6: Duplicate detection

Important Notice (Effective November 2020):

Common Data Service has been renamed to Microsoft Dataverse. Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column.

While the application is in the process of updating its user experience, some references to terminology like the Common Data Service (now Dataverse), entity (now table), field (now column), and record (now row) may be out of date. Please keep this in mind as you work through the labs. We expect to have our content fully up to date very soon.

For more information and for a complete list of affected terms, please visit What is Microsoft Dataverse?

Scenario

You are a functional consultant working on the Fabrikam project. Your client wants to make users aware of potential duplicates when creating contacts and you have been tasked with implementing duplicate detection. In this practice, you will create and modify duplicate detection rules.

Exercise 1 – Edit Existing Duplicate Detection Rules

In this exercise, you will customize an existing rule named Contacts with the same business phone number to refine its criteria. You will also deactivate the Accounts with the same website rule because Fabrikam found that too often they created accounts for different locations that had the same website.

Task 1 – Customize Duplicate Detection Rule

It is very common for multiple Contacts that have the same business phone number, but the Contact with same business phone number duplicate detection rule tags these Contacts as duplicates.

In this task, you will enhance the Contact with the same business phone number rule by adding criteria to match on last name.

  1. Navigate to https://admin.powerplatform.microsoft.com.

  2. Select Environments.

  3. Select your Practice environment.

  4. Navigate to Settings > Data Management.

  5. Click Duplicate Detection Rules.

  6. Locate and click to open the Contacts with the Same Business Phone Number. It will open in a new window.

  7. In the new window, click Unpublish.

  8. Click OK.

  9. Locate the Duplicate Detection Rule Criteria section and click Select.

  10. Locate and select Last Name.

  11. Select Exact Match for Criteria.

  12. Change the name to Contacts with the same business phone number and last name.

  13. Change the Description to Detects contact records that have the same value in the Business Phone column and the last name column.

  14. Click Save.

  15. Click Publish.

  16. Click OK.

  17. Click Close. DO NOT navigate away from this page.

Task 2 – Unpublish Duplicate Detection Rule

It is very common for different locations of the same account to have the same website. Therefore, the Accounts with the same website rule is not useful because it will detect these accounts as duplicates.

In this task, you unpublish the Accounts with the same website rule.

  1. Locate and click to open the Accounts with the same website rule.

  2. Click Unpublish.

  3. Click OK.

  4. Click Save and Close. DO NOT navigate away from this page.

Exercise 3 – Create New Duplicate Detection Rules

In this exercise, you will create a new duplicate detection rule that will mark a Contact as duplicate if it has the same last name, the same first 3 letters of the first name, and the same last 10 letters of the email.

Task 1 – Create Duplicate Detection Rule

  1. While still on the Duplicate Detection Rules, click New.

  2. Enter Contacts with the same last name, similar first name, and similar email for Name.

  3. Select Contact for Base Record Type and Contact for the Matching Record Type.

  4. Click Select.

  5. Locate and select the Last Name field.

  6. Select Exact Match for Criteria.

  7. Click Select again.

  8. Locate and select the First Name field.

  9. Select Same First Characters for Criteria and enter 3 for No. of Characters.

  10. Click Select one more time.

  11. Locate and select the Email field.

  12. Select Same Last Characters for Criteria and enter 10 for No. of Characters.

  13. Click Save.

  14. Click Publish.

  15. Click OK.

  16. Click Close.