Configure your Power apps for Duplicate Check

Last published at: 2024-03-28 14:09:08 UTC

After installing Duplicate Check for Dynamics 365, configure your apps so that they will work correctly with DC for Dynamics 365.

The following needs to be configured in all apps that use forms for the entities that you want to use Duplicate Check for Dynamics 365 for: 

  • Enable asynchronous form handlers.
  • Enable in-app notifications.
  • Disable the native duplicate detection feature (if enabled).
  • Enable plug-in trace logs.

The first setting, enabling asynchronous form handlers, is mandatory. The other settings are recommended, but not strictly necessary. 

Configuration

Configure the settings as follows:

  1. Enable asynchronous form handlers and in-app notifications
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    Enabling the asynchronous form handlers is mandatory in order for Duplicate Check for Dynamics 365 to work!

    Go to the Apps overview. For each app that uses forms that can edit or save one or more entities where you want to use Duplicate Check, do the following:

    1. At the app, click "…" and select Open In App Designer

    2. In the app designer, at top left, go to Settings
    3. In the Settings window, go to Features
    4. Turn on
      - Async onload handler
      - Async save handler
      - In-app notifications

    5. Click Save
    6. After saving, at top right, click Publish
    Repeat for all apps that use forms that can edit or save one or more entities where you want to use Duplicate Check for Dynamics 365.

  2. Disable the Dynamics 365 duplicate detection  

    If you currently have the Dynamics 365 duplicate detection feature enabled:

    - Go to your environment’s Settings (the cogwheel) > Advanced Settings > Settings dropdown menu (top left) > Data Management > Duplicate Detection Settings
    - Uncheck the top left checkbox Enable Duplicate Detection and click OK.
  3. Enable plug-in trace logs
     
    - Go to your environment’s Settings (the cogwheel) > Advanced Settings > Settings dropdown menu (top left) > Administration > System Settings
    - On tab Customization, at ‘Plug-in and custom workflow activity tracing’, set Enable logging to plug-in trace log to All. Click OK.

Once your apps are all set up, continue by Granting permissions‍, and then Configuring Duplicate Check‍; create Scenarios and set up Duplicate Prevention.

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Notifications

Duplicate Check can show different types of notifications. The In-App Notifications setting mentioned above applies to the notifications you will receive after finishing a Duplicate Check process, such as publishing new entity settings in the Duplicate Check app, but also merging duplicate records in your other apps, etc.
It is recommended that you enable In-App Notifications in all apps that use forms that can edit or save one or more entities where you want to use Duplicate Check.

The duplicate notifications, that are shown when a duplicate record is found upon opening, editing or saving a record, will work regardless of the state of the In-App Notifications setting in the In App Designer.