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You are the Dynamics 365 administrator at an organization that uses both Dynamics 365 Customer Insights - Journeys and Dynamics 365 Sales. You have configured Customer Insights - Journeys to create leads from web form submissions. You also allow your sales users to create leads using the user interface. Your organization has recently hosted an event at a conference. * You have a Customer Insights - Journeys web form to capture leads immediately at the conference. * You expect sales users to enter lead information for prospects they meet at the event in the week after the conference. You need to keep your data clean while also capturing all the valid leads from the event. What should you do?
Correct Answer: D
Requirement Analysis: The organization is collecting lead data from two sources: a web form created in Customer Insights - Journeys and manual entries by sales users. This setup could lead to duplicate entries if a lead is submitted through the web form and then entered manually by a sales user afterward. To ensure data integrity and avoid duplication, it is essential to implement a mechanism that identifies and manages duplicates automatically. Solution - Enabling Duplicate Detection: In Dynamics 365, duplicate detection can be configured to alert users or prevent the creation of records that already exist based on certain criteria (such as email). By enabling duplicate detection based on email addresses, the system will compare incoming lead data with existing records and prompt users if a duplicate is identified. This feature will ensure that leads collected from different sources are not duplicated unnecessarily. Steps to Enable Duplicate Detection for Leads Based on Email: Navigate to Settings > Data Management > Duplicate Detection Rules in Dynamics 365. Create a new Duplicate Detection Rule for the Lead entity. Specify that the system should check for duplicate records based on the email field. Publish the rule and ensure it is activated. After activation, this rule will prompt users whenever a duplicate email is detected, either from the Customer Insights - Journeys web form or manual entry by sales users. Reference: Benefits of Using Duplicate Detection: This approach does not restrict users from creating leads but ensures that duplicate entries are flagged, allowing users to review and decide whether to proceed. It maintains data cleanliness by preventing unnecessary duplicates while ensuring all valid leads are captured from different sources. By implementing this solution, the organization can effectively manage potential duplicate leads, keeping the data clean and accurate across both Customer Insights - Journeys and Dynamics 365 Sales.
