Configuring Plauti Deduplicate

Override Insert Block for Key Users

Some users should always be able to create records, even if you have blocked creating records when duplicates are found. Find out how to configure this. In the Duplicate Prevention settings you can...

Cross-Entity Search

Cross-Entity Search is available in the Plauti Deduplicate Business and Enterprise editions. The Cross-Entity Search feature lets you find duplicate records across multiple Entities. For example,...

General Settings

The general settings on tab ‘Settings’ apply to all of Plauti Deduplicate. To access the Plauti Deduplicate General Settings: Open the Plauti Deduplicate app. At left, click Settings . After making...

Audit Logs

The Audit Logs feature is available in the Plauti Deduplicate Enterprise edition. Track and store detailed logs of record merges and converts, including all relevant changes for auditing and...

Ignore Entity Relationships

When merging records with Duplicate Check, related records are reparented to the Master record whenever possible. However, sometimes reassignment of dependent entities is not possible, resulting in...

Merge Settings

In the Merge Settings you can configure per entity how duplicate records should be merged. Set a rule for selecting the default Master record, set rules to determine which field values should be...

DC Features per Edition

Your License

At the License page you will find information about your current Plauti Deduplicate for Dynamics 365 license, such as the license renewal date, all the features included in your current edition,...

Entity Settings

In the Settings you can configure Plauti Deduplicate settings that can differ per entity, such as the Result Fields. To configure the Entity Settings for a certain entity: In the Plauti Deduplicate...

Search Index

Create and manage search indexes to optimize Plauti Deduplicate for finding duplicates. Indexing is available for Plauti Business and Enterprise licenses. A search index will be created on insert...

Matching Method: Company Name

When the Company Name matching method‍ is used in a scenario, the values of a field are compared, but frequently used company abbreviations are ignored in this comparison. Disregarding any company...

Matching Methods

Matching Methods are available for the Business and Enterprise editions. The Free edition supports 'Exact' matching only, which is also explained below. In your scenarios‍, choose a matching method...

Duplicate Prevention

With the Duplicate Prevention features you determine when Plauti Deduplicate should be on the lookout for duplicate records, e.g. upon saving a new record or while updating an existing one, and...

Scenarios

A scenario is used in Duplicate Check to define in which case two records can be considered potential duplicates of each other. Based on a scenario, Duplicate Check will compare the contents of one...

Manage Entities

Manage your entities to set up entity-specific settings for Duplicate Check, and to configure scenarios. Prerequisites To manage entities you either need D365 System Administrator permissions, or...