We can’t configure which rules the AI model uses to find duplicates, the rules that will be used are shown below: An example of how fuzzy logic can flag a lead as a duplicate is when leads have a similar name and the same company name, or when they have a similar name and the same email domain. The preview feature works a little bit different as it uses an AI model which has rules based on a combination of fuzzy logic and match codes. To learn more take a look at this article from Microsoft. The way records are compared in the backend is by using MatchCodes. For example for contacts you would use the email fields or the mobile fields so that if a contact is entered with an email address or mobile phone number that is associated with an existing contact record, the duplicate detection window will alert the user of the duplicate.
The existing duplicate detection uses duplicate detection rules which are created for each table and we can configure the columns that need to be included. Another difference is that it works a little different from the existing duplicate detection functionality. One of the main differences with the duplicate detection that comes with Dynamics 365 and this preview feature is that the preview feature will only look for duplicate leads. This is not replacing the current duplicate detection settings and rules in the application, and I would recommend keeping that turned on regardless of using the new feature or not. More reason for me to explain what this feature is.
The sitemap item is called ‘Duplicate Detection(preview)’ which is a little confusing since we already have duplicate detection in Dynamics 365. I was working in one of my environments when I noticed a new item on the sitemap in the Dynamics 365 Sales Hub app.
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