Tip #1400: Excluding inactive records from duplicate detection

It’s good to be reminded every now and then about the features that have been around for a long time and are documented but somehow any question from the business about them draws a blank and ubiquitous “I have to get back to you”.

Today’s reminder is from Ankita Chavan. (Do you use a feature all the time? Email a reminder to jar@crmtipoftheday.com)

When we merge the two records, one record is a master record (active record) and other record gets deactivated but still present in the system.
In case you make changes to the active record, you will get below alert due to OOB duplicate detection rule set for the table (entities).

In case you do not want this alert, follow below steps – Unpublish the rule and mark “Exclude Inactive matching records” and Publish.

Official docs: Set up duplicate detection rules to keep your data clean – Power Platform | Microsoft Docs

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