nerdexam
Microsoft

MB-280 · Question #157

Your organization recently implemented Dynamics 365 Sales. Sales representatives report that duplicate leads are being added, making it difficult to know which record to update. The sales…

The correct answer is D. Enable and configure duplicate detection rules for the Lead table. To get warnings for potential duplicates in Dynamics 365 Sales, you need an Administrator to enable duplicate detection rules for your environment and specific entities (like Leads, Contacts, Accounts), then create and publish rules defining what constitutes a duplicate (e.g…

Perform Dynamics 365 Sales customizations

Question

Your organization recently implemented Dynamics 365 Sales. Sales representatives report that duplicate leads are being added, making it difficult to know which record to update. The sales representatives still need the ability to add duplicate records when necessary, but want a simple way to receive a warning when a potential duplicate is being entered. What should you do?

Options

  • ACreate a Power Automate to delete the duplicate leads.
  • BCreate a new custom table to store duplicate leads.
  • CImplement an alternate key on the Lead table.
  • DEnable and configure duplicate detection rules for the Lead table.

How the community answered

(37 responses)
  • A
    3% (1)
  • B
    3% (1)
  • C
    8% (3)
  • D
    86% (32)

Explanation

To get warnings for potential duplicates in Dynamics 365 Sales, you need an Administrator to enable duplicate detection rules for your environment and specific entities (like Leads, Contacts, Accounts), then create and publish rules defining what constitutes a duplicate (e.g., same email, phone) so users see alerts when saving records in the UI. https://learn.microsoft.com/en-us/dynamics365/sales/enable-duplicate-lead-detection

Topics

#duplicate detection#lead management#data quality#duplicate rules

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