Practice Lab 2.7 - 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.

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.

Navigate to the Power Platform admin center https://admin.powerplatform.microsoft.com.
Select Environments from the left navigation pane.
Select the Practice environment.
Select Settings.
Expand Data management.
Select Duplicate detection rules.
Click 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, click Select.
Locate and select the Project Title column.
Select Exact Match for Criteria.
Check the Ignore Blank Values box.
Click Select again.
Locate and select the Program column.
Select Exact Match for Criteria.
Check the Ignore Blank Values box.
Click Save.
Click Publish.
Click OK.
Click Close.