Create Duplicate Detection Rules | MB-210 Microsoft Dynamics 365 Sales Functional Consultant Exam | Microsoft

Create Duplicate Detection Rules

Question

A company has three business units.

User privileges are set to ensure that users can see only records owned by their own business unit.

If a contact is needed for all business units, one contact record must be created for each business unit.

A contact is considered a duplicate if the First Name, Last Name, Email or Preferred Phone, and Business Unit fields match.

You must ensure that duplicate records are not created for contacts.

You need to create the duplicate detection rules.

Which two filters should you configure? Each correct answer is part of the complete solution.

NOTE: Each correct selection is worth one point.

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D. E.

CD.

https://docs.microsoft.com/en-us/power-platform/admin/set-up-duplicate-detection-rules-keep-data-clean

To create duplicate detection rules for contacts, you need to configure the appropriate filters that will help to identify and prevent the creation of duplicate records. Based on the scenario given, you should create duplicate detection rules that prevent the creation of contact records with the same First Name, Last Name, Email or Preferred Phone, and Business Unit fields.

Therefore, the two filters that you should configure are: A. First Name and Last Name and Email D. First Name and Last Name and Preferred Phone and Business Unit

Explanation: A. First Name and Last Name and Email: This filter will identify duplicate records based on the contact's first name, last name, and email address. Since the email is a unique identifier, it is crucial to include it in the filter. This filter will prevent the creation of duplicate records for contacts with the same name and email address.

D. First Name and Last Name and Preferred Phone and Business Unit: This filter will identify duplicate records based on the contact's first name, last name, preferred phone, and business unit. Since the contact record needs to be created for each business unit, it is necessary to include the business unit in the filter. This filter will prevent the creation of duplicate records for contacts with the same name, preferred phone, and business unit.

Therefore, by combining the above two filters, you can create a comprehensive duplicate detection rule that ensures that no duplicate contact records are created across all business units.

Note: The option 'E. First Name and Last Name and Owner' is not relevant to this scenario since it is not necessary to identify duplicate records based on the owner of the record.