1. Install Duplicate Manager
   Install the solution from AppSource into your Dataverse environment.
2. Configure your Environment and Apps to work seamlessly with Duplicate Manager.
3. Assign Security Roles
   Ensure every user has access to Duplicate Manager’s features by assigning the appropriate roles.
4. First-Time Opening
   Launch the Duplicate Manager App for the first time.
5. Configure Entities
   Set up duplicate detection for the entities you want to monitor:
   •  Create Rules to define which fields to compare, choose matching algorithms, assign weights, and more.
   • Set up Duplicate Prevention in Forms to control how and when users are notified (for example during editing or when creating a record).
   • Configure Table Views to define how detected duplicates are presented to users.
6. Run a Detection Job
   Analyze your existing data to identify duplicates at scale. Use the results to review and take action – such as merging, ignoring, deactivating, or deleting records.

That’s it! You’re now ready to detect and manage duplicates in your environment.