Plauti Deduplicate

Documentation for Plauti Deduplicate for Dynamics 365

Welcome to Plauti Deduplicate for Dynamics 365

1

Get started with Plauti Deduplicate for Dynamics 365, including installation, permissions, scenario setup, duplicate prevention, and finding and merging existing duplicates.

Installing Plauti Deduplicate

5

Install, update, and uninstall Plauti Deduplicate for Dynamics 365, including permissions, environment setup, app configuration, and prerequisites.

Configuring Plauti Deduplicate

15

Configure entities, scenarios, matching methods, duplicate prevention, search indexes, merge settings, audit logs, licensing, and other Plauti Deduplicate options.

Preventing Duplicate Records

2

Configure duplicate detection while entering or saving records, including cross-entity checks, warnings, save blocking, and user exceptions.

Finding Duplicate Records

5

Find duplicates through batch jobs, API inserts, and record opening. Learn to configure search filters and review match results, job statuses, and detected duplicate records.

Processing Duplicate Records

6

Learn how to review duplicate job results, discard false positives, and merge or convert duplicate records manually or in bulk using thresholds, merge rules, and processing options.

Plauti Cloud, Desktop, and Server

5

Learn how Plauti Cloud, Desktop, and Server process Deduplicate and Search Index Creation jobs, including hosting models, performance, and licensing considerations.

Videos

1

Videos covering Plauti Deduplicate setup in Dynamics 365 and ways to prevent duplicate records.

Troubleshooting

9

Troubleshoot Plauti Deduplicate for Dynamics 365, including setup, publishing, permissions, form handlers, matching methods, results, licensing, access, and uninstall dependencies.

Release Notes

1

Find the latest Plauti Deduplicate for Dynamics 365 releases, including new features, fixes, and Microsoft Marketplace update instructions.