![]() ![]() ![]() Make sure that you have the System Administrator, System Customizer, Sales Manager, Vice President of Sales, Vice President of Marketing, or CEO-Business Manager security role or equivalent permissions.įollow the steps in View your user profile.ĭon’t have the correct permissions? Contact your system administrator. ![]() If you want the system to detect duplicates for other record types, you'll need to create a new duplicate detection rule.Īfter you've created duplicate detection rules, you need to turn on the rules. The model-driven apps and the customer engagement apps (such as Dynamics 365 Sales and Dynamics 365 Customer Service) include default duplicate detection rules for accounts and contacts, but not for other types of records. To maintain the integrity of your data, it's a good idea to have rules in place to reduce duplicate records in the system. ![]()
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