Enable duplicate lead detection

Article
04/13/2023

Enable duplicate lead detection to help your sellers identify and address potential duplicate leads.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Enterprise, Dynamics 365 Sales Premium, or Microsoft Relationship Sales More information: Dynamics 365 Sales pricing
Security roles	System Administrator More information: Predefined security roles for Sales

What is duplicate detection?

The duplicate detection capability helps sellers to check for potential duplicate leads in the app. When you enable this capability, the AI model uses the following rules to identify duplicates:

Same email address
Same phone number
Similar lead name and company name
Similar lead name and the same email domain

Further, sellers can compare and remove the duplicate leads in the organization. More information: Manage duplicate leads

Note

If the Microsoft Power Platform duplicate detection feature is enabled in your organization, a message is displayed as shown in the following image:
To know the difference between the Microsoft Power Platform and Sales duplicate detection features, go to What is the difference between the duplicate detection capability in Microsoft Power Platform and duplicate detection of leads in Dynamics 365 Sales?
For an optimal experience of the duplicate detection of leads in Dynamics 365 Sales, disable the duplicate detection of leads in Microsoft Power Platform. More information Turn duplicate detection rules on or off for the whole organization

Enable the duplicate detection feature

At the lower-left corner of the Sales Hub app, select Change area > App Settings.
On the site map, select Data improvement > Duplicate detection.
Turn on the Enable rules toggle.

Trouble in identifying duplicate leads?

If the duplicate detection feature isn't working, do the following steps:

Turn off the feature.
Ensure that the following requirements are met:
Turn on the feature.

Enable the Dataverse search

Dataverse search is enabled in your organization. The AI model that detects duplicate leads uses Dataverse search for better results. More information: Configure Dataverse search for your environment

Enable the required fields for leads

The following fields are enabled in the Quick Find All Leads view for leads, under the Find by section:

firstname
lastname
emailaddress1
telephone1
companyname

Note

If these fields are already enabled, remove and add them back.

To go to the Quick Find All Leads view, follow these steps:

Sign in to Power Apps.
Select an environment

Note

It is best practice to create tables inside a custom solution. More information: Solution (glossary)
Expand Dataverse, select Tables, go to the All tab and select the Lead table.
On the Lead table page, under the Data experiences section, select Views. If using a custom solution, open the solution, open the table, and then select the Views area.
On the Views page, select the Quick Find All Leads view.

Activate the required processes

Verify the following processes are in active state:

CheckForDuplicatesAction
DuplicateDetectionTriggerAction
GetDuplicatesAction

To go to the Processes page, follow these steps:

In the web app, go to Settings > Advanced Settings.
On the Advanced Settings page, select Settings > Process Center > Processes.

Provide read permissions for process

The security roles who use the feature have at least read permission for Process under Customization.
More information: Security roles and privileges

Can't find the options in your app?

There are three possibilities:

You don't have the necessary license or role.
Your administrator hasn't turned on the feature.
Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.