This new feature will use these predefined rules for duplicate detection of leads. The AI model can identify the duplicate leads even when the names sound similar. Similar name and the same email domain: The leads are displayed as duplicates if they have similar name and the same email domain.The AI model can identity the duplicate leads even when the name and company sound similar. Similar name and company name: The leads are displayed as duplicates if they have a similar name and company.Same phone number: The leads are displayed as duplicates if they contain same phone number, even though other values such as name and email address are different.Same email address: The leads are displayed as duplicates if they contain the same email address, even though other values such as name or mobile number are different.The new advanced duplicate detection will identify duplicate leads based on the following rules: It uses an AI model which provides rules based on a combination of fuzzy logic and match codes. This new feature will help you identify and remove duplicate leads to maintain accurate records. In the 2022 release wave 1 for Dynamics 365, Microsoft is introducing new advanced duplicate detection for leads. In existing duplicate detection rules, records are compared in the backend using MatchCodes. For example, for the Contact table you can use the email field, so, when a user adds a new contact with an email address that is already associated with an existing contact, the duplicate detection will alert the user. If you want your customer engagement app to detect duplicates for other tables, then you will need to create a new rule and configure the required columns. Reducing duplicate records remains a common challenge.ĭuplicate detection rules are available by default for accounts, contacts, and leads. Microsoft Dynamics 365 customer engagement solutions need to help organizations maintain data integrity.
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