Enable and Disable duplicate detection
This topic covers information on how to enable and disable duplicate detection in Dynamics 365 Customer Engagement (on-premises).
Enable duplicate detection
Before running duplicate detection, enable it for each of the following:
Globally (for all entities in the organization).
For an entity.
For specific operations.
You must enable duplicate detection in all three areas to detect duplicates for an entity and for operations on an entity.
Enable duplicate detection globally
- Use the UpdateRequest message to set the
- Read Turn duplicate detection rules on or off for the whole organization to find out how you can use the user interface to enable duplicate detection for the entire organization.
Enable duplicate detection for an entity
Enable duplicate detection for specific operations
Set the following attributes to
Organization.IsDuplicateDetectionEnabledForOnlineCreateUpdate. Create and update records in Dynamics 365 for Customer Engagement by using the Web application or Dynamics 365 for Outlook. This attribute enables or disables duplicate detection for records created or updated with the CreateRequest and UpdateRequest messages. However, it does not affect records created or updated with the IOrganizationService.Create and IOrganizationService.Update methods.
Organization.IsDuplicateDetectionEnabledForOfflineSync. Synchronize offline records when Dynamics 365 for Outlook goes from offline to online.
Organization.IsDuplicateDetectionEnabledForImport. Import bulk data.
You do not have to publish the duplicate detection rules to enable duplicate detection for these operations. However, you must publish the duplicate detection rules before you perform the operations.
Disable duplicate detection
Disable duplicate detection globally or for an entity type by unpublishing the duplicate detection rules or by deleting the published rules.
Disable duplicate detection globally
To disable duplicate detection globally, use the UpdateRequest message to set the
Organization.IsDuplicateDetectionEnabled attribute to
false. This automatically unpublishes all duplicate detection rules for all entity types in the organization.
Disable duplicate detection for an entity
To disable duplicate detection for an entity type, do one of the following:
Use the UpdateEntityRequest message to set the IsDuplicateDetectionEnabled property to
false. This automatically unpublishes all duplicate detection rules for an entity type. This removes duplicate detection support for the entity type and you cannot create a new duplicate detection rule for this entity type.
Unpublish all duplicate detection rules for an entity type by using the UnpublishDuplicateRuleRequest message.
Delete published duplicate detection rules