duplicate-detective

Group potential duplicate Accounts, Contacts, and Leads in Dataverse using fuzzy matching.

44|9|Updated Mar 6, 2026
One-click install
npx skills add https://github.com/microsoft/dataverse-business-skills --skill duplicate-detective
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: duplicate-detective
Source: https://github.com/microsoft/dataverse-business-skills/tree/main/skills/duplicate-detective
Command: npx skills add https://github.com/microsoft/dataverse-business-skills --skill duplicate-detective

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill addresses the common issue of duplicate records in Dataverse (Accounts, Contacts, Leads) that arise from data entry variations, leading to inefficient outreach and inaccurate reporting.

Core Features & Use Cases

  • Intelligent Fuzzy Matching: Identifies duplicates missed by standard rules, accounting for nicknames, abbreviations, phone/address variations.
  • Duplicate Set Grouping: Organizes potential duplicates into ranked sets based on confidence scores.
  • Merge Recommendations: Suggests which record to keep and outlines the impact of merging.
  • Use Case: Automatically scan your Dataverse environment for duplicate accounts like "Contoso Inc." and "Contoso Corporation" that share similar phone numbers and addresses, then recommend merging them into a single, clean record.

Quick Start

Scan all active accounts for potential duplicates and present the highest confidence matches.

Frequently Asked Questions about duplicate-detective

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I find duplicate records in Dataverse for Accounts, Contacts, and Leads?

To find duplicate records in Dataverse, scan your Accounts, Contacts, and Leads using advanced fuzzy matching algorithms. This process identifies variations in names, phone numbers, emails, and addresses, grouping potential duplicates into ranked sets with confidence scores.

Can fuzzy matching detect CRM duplicates with nickname or address variations?

Yes, fuzzy matching detects CRM duplicates by accounting for data entry variations like nicknames, abbreviations, and phone or address differences. It identifies duplicate records that standard deduplication rules typically miss, ensuring higher data quality.

What is the best way to group and merge duplicate accounts in Dataverse?

The best way to group and merge duplicate accounts in Dataverse is scanning active records to organize potential duplicates into ranked sets based on confidence scores. The system then provides actionable merge recommendations, suggesting which record to keep and outlining the merge impact.

Does duplicate detection work on both active and inactive CRM records?

Duplicate detection scans all active accounts for potential duplicates and presents the highest confidence matches. The metadata specifies scanning active records to provide merge recommendations and data quality checks for your CRM database.

Why do I still have duplicate accounts like Contoso Inc and Contoso Corporation?

Duplicate accounts like Contoso Inc and Contoso Corporation persist because standard rules miss data entry variations. Advanced fuzzy matching algorithms detect these similarities by scanning names, phone numbers, and addresses to recommend merging them into a single clean record.

What are the limitations of standard duplicate detection rules in Dataverse?

Standard duplicate detection rules in Dataverse often miss variations in names, abbreviations, and address formats. Fuzzy matching algorithms overcome these limitations by identifying duplicates missed by standard rules, providing accurate merge recommendations for comprehensive data cleansing.