Practice Lab - Duplicate detection

Scenario

You are a Power Platform functional consultant and have been assigned to the Fabrikam project for the next stage of the project.

In this practice lab, you will implement duplicate detection rules so that duplicate projects cannot be created for the same program.

Exercise 1 – Create new duplicate detection rule

In this exercise, you will create a new duplicate detection rule that will mark a Project as duplicate if it has the same project title and program.

Task 1.1 – Create duplicate detection rule

Navigate to the Power Platform admin center https://aka.ms/ppac
Select Environments from the left navigation pane.
Select the Dev One environment.
Select Settings.
Expand Data management.
Select Duplicate detection rules.
Select New.
Enter Duplicate project for Name.
Select Project for both Base Record Type and Matching Record Type.
Check the Exclude inactive matching records box.
Under Field, select Project Title.
Select Exact Match for Criteria.
Check the Ignore Blank Values box.
Add another field, select Program.
Select Exact Match for Criteria.
Check the Ignore Blank Values box.
Select Save.
Select Publish.
Select OK.
Select Close.