Run bulk system jobs to detect duplicate records

Note

Effective November 2020:

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

This article will be updated soon to reflect the latest terminology.

To maintain the integrity of system data, you should check for duplicates regularly to make sure that users don't inadvertently create duplicate contacts, accounts, leads, or other types of records.

The Check for Duplicates wizard helps you set up a bulk "job" that finds and cleans up duplicate records. You can schedule the job to run daily, and you can receive an email confirmation when the job finishes.

Note

If you haven't already done so, create and publish duplicate detection rules, and turn duplicate detection on before you run the wizard. More information: Set up duplicate detection rules to keep your data clean

  1. In the Power Platform admin center, select an environment.

  2. Select Settings > Data management > Duplicate detection jobs.

  3. Select New, or select the name of the duplicate detection job you want to run.

    You'll see the Duplicate Detection wizard, which helps you create a job to check for duplicates.

  4. Select Next.

  5. In the Look for drop-down list, select the record type that you want to check for duplicates.

    Note

    What you see in this list depends on which duplicate detection rules are published. More information: Set up duplicate detection rules to keep your data clean

  6. In the Use Saved View drop-down list, select a view if you want to limit the records searched to records in that view. For example, select Active Accounts. When you select a view, customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation), add the criteria to search on.

  7. To further limit the records searched, select Select and then enter the criteria you want.

    Screenshot of duplicate detection wizard, page 1

  8. Select Next.

  9. Accept the default name for the job, or type a different name.

  10. Enter the start time for the job, and enter how often to run the job in days. (To run the job daily, type 1.)

  11. If you want to receive an email confirmation when the job is completed, select the Email options check box. Enter an additional email address, if desired.

  12. Select Next, and then select Submit.

See also

Set up duplicate detection rules to keep your data clean
Turn duplicate detection rules on or off for the whole organization
View and take action on bulk deletion jobs
Detect duplicate data