Preview: Enable duplicate lead detection

Article
04/21/2022
2 minutes to read

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

Important

A preview is a feature that is not complete, but is made available to you before general availability so you can evaluate the preview and provide feedback to Microsoft. Previews may have restricted functionality and may employ reduced or different privacy, security, or compliance commitments than a commercial version. As such, previews are not intended for production use, which means they are not meant for "live" Customer Data, Personal Data, or other data that is subject to heightened compliance requirements. Use of such data is at your sole risk and it's your sole responsibility to notify your end users about not including personal or sensitive information with their use of previews, as appropriate. We don't provide support for previews and Microsoft Dynamics 365 Technical Support won't be able to help you with issues or questions. This preview, and any one-off support Microsoft may elect to provide, is provided "as-is," "with all faults," "as available," and without warranty.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise 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

Prerequisites

Before you enable the duplicate detection feature, verify that 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 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 (preview).
Turn on the Enable rules toggle.

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 might be using a custom app. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps. Check with your administrator for exact steps.