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Release notes

Scroll through to see all the exciting new features, improvements & updates we've been working on!

2026

  1. Dynamics 365 Release R16

    R16, version number 1.15.0.5
    Production

    Update Instructions

    New

    This release introduces a new step for your data lifecycle management: Plauti Monitor. Monitor runs automated analyses across your Dataverse entities and fields, inside your environment. You pick the entity, the analyses, the specific fields each analysis runs against, and the thresholds. Every result displays as a meaningful indicator for your data quality: green, amber or red, not just a raw number. Then, the analysis results are stored in the Monitor Library, for a comparison over time and further analysis.

    A few examples of the different analyses available:

    • Duplicate Value Rate: the share of records sharing a value with at least one other. The number behind "I think we have a duplicate problem."
    • Value Distribution: surfaces issues such as the free-text field fragmenting into USA / US / United States, and whether it should have been a Choice field all along.
    • Hidden Choice Value Usage: how many records still use a choice field value you've hidden. Worth knowing before you delete it, because deleting a choice wipes that value from every record that had it, with no way back.
    • Field Length Utilization: flags fields where records are piling up against the character limit and getting silently truncated.
    • Future Date, Past Date Thresholds, Date Range: birth dates in 2050, records past a seven-year retention window; values outside the window you actually expect are all surfaced by these analysis types.

    Monitor runs inside Dataverse, within the security roles already present in your environment. It is included as an additional feature in your current Plauti for Dynamics installation, available after updating. Nothing new for IT to run or patch.

    Monitor is where it starts. Clean and Prevent are the rest of it, and there's more coming to Monitor itself as well.

    Improved

    • General - Page loading performance has been improved through intelligent caching of organization and environment data, resulting in faster page transitions and reduced loading times when navigating between pages.

  2. Plauti Assign Release 2026 R5

    2026 R5 (11.50)
    SalesforceProductionSandbox

    Update Instructions

    New

    • Match Groups - Run a Health Check on your Match Groups to find irregularities such as fields used in Match Rules that have since been deleted.
    • Permission Sets - Configure a Match Group Admin permission set to let your key users manage Match Group Settings, match rules, assignees, assignee rules, and linked capacity models/SLAs without access to org-wide Assign settings.
    • SLA - Configure Hours of Operation for an SLA so that the SLA timer only runs during the specified hours, based on the assignee's time zone.

    Improved

    • Assignees - Add working hours for all Assignees of a User in one go.
    • Assignees - When a User is deactivated in Salesforce, their Assignee records are removed, so that Match Groups only reflect active users. Note that already assigned records do not get unassigned.
    • Assignees - When creating a new Assignee, only active users can be selected.
    • Assigning - The Routing Log now captures field values for cross-object lookup rules where the matched field is on the related record.- Assigning - 'Update Other Fields on Assignment' now supports formulas, for example {NumberOfAssignments}+1. Any errors are logged in the Assignment Notes field.
    • Dynamic Assignees - Add Dynamic Assignees to Match Groups based on their Permission Set or Permission Set Group. This facilitates the change Salesforce is making, shifting from profiles to permission sets.
    • Dynamic Assignees - Frozen users are now excluded when resolving and counting users for dynamic assignment (inactive users were already excluded).
    • Dynamic Assignees - If for some reason the hourly scheduled job for syncing dynamic assignees has stopped running or does not exist anymore, reschedule it with the Schedule Assignee Sync Job option in Assign Setup > Jobs & Maintenance. The job will start again within the hour.
    • General - If your org's data storage is near or over its limit, a banner will warn you about this on Plauti’s Setup pages. This way it’s clear right away that any saving failures in the app are caused by a full org.
    • Match Groups - Paused Match Groups now stay active. Matched records stay queued there until the pause ends. This makes pausing different from deactivating a Match Group, where matched records are diverted instead.
    • Match Rules - Search for fields in the match rule configuration dropdown by label name or API name.
    • Match Rules - The EQUALS operator now compares numeric fields by value, so a record value of 1.0 correctly matches a rule value of 1. Text fields are unaffected and continue to match exactly.
    • Match Rules - When configuring Match Rules, cross-object fields are now clearly indicated as such so you know you can select more fields there.
    • Setup Home - The Assign Setup Home page now displays more information about your Plauti Assign configuration, such as the Global Pause Assignment status including duration, and the number of active Match Groups.

    Classes added

    If you are not using the Plauti Assign permission sets, add the following classes to the applicable Admin profiles:

    • srrFieldDescribeService
    • srrILicenseRepository
    • srrLicenseRepository
    • srrMatchRuleHealthCheckController
    • srrPackageLicenseDTO
    • srrUserPackageLicenseDTO
      If you are not using the Plauti Assign permission sets, add the following classes to the applicable Admin and User profiles:
    • srrAccessService
    • srrFormulaEvaluator
    • srrMatchRuleFieldValidator

    Other Items added

    If you are not using the Plauti Assign permission sets, add the following fields to the applicable Admin profiles:

    • MatchGroup__c.Invalid_Fields__c
    • MatchGroup__c.Last_Health_Check__c
    • SLA__c.Hours_Of_Operation_End__c
    • SLA__c.Hours_Of_Operation_Start__c
      If you are not using the Plauti Assign permission sets, add the following fields to the applicable Admin and User profiles:
    • MatchLog__c.Assignment_Notes__c

    Fixed

    • Assigning - Load Balanced Assignment now respects the configured capacity threshold again.
    • Dynamic Assignees - Reapplying the Assignee Rules now automatically re-grants licenses to eligible users again, given that licenses are available.
    • Dynamic Assignees - Synchronization no longer stops when a user's Plauti Assign license cannot be released. Assignee updates now complete as usual. Furthermore the Administrator is now notified about the affected user.
    • Dynamic Assignees - Users who already hold a license are no longer blocked from a new Match Group when your Org has run out of available licenses for Assign.
    • Error Handling - Routing and Configuration errors are now displayed in the Routing Audit Log. Furthermore, when an error notification email cannot be sent, this will not break matching anymore.
    • General - Lookup fields that are polymorphic, e.g. the content can refer to a Group or a User, are now handled correctly again when creating or editing records.
    • Match Groups - Creating and editing Match Groups now works correctly again in Education Cloud.
    • Match Groups - Custom fields are now visible and editable again.
    • Match Groups - Setting names on the Match Group Settings tab are now always displayed properly right away.
    • Metrics Dashboard - Reports no longer count Match Groups that overflowed to another Match Group as matching.

  3. Plauti Verify Release 2026 R5

    2026 R5 (3.133)
    SalesforceProductionSandbox

    Improved

    • Data Processing - When the Data Validation Server Region setting is set to US (Iowa), the full email validation flow is now kept within the US. Note that this took effect already a short while ago. Read more in Location of Plauti Data Processors.
    • Setup - Improvements were made to the performance of the Verify Setup page.
    • Transactions - In the Transactions overview, the “Time” column has been renamed to “Date”, the “Feature” colum to “Service", and the “User” column to “Source"; for consistency and to better reflect their contents.

    Fixed

    • Verify Job - A job’s address validation results now keep their “verified-with-suggestion” status (e.g. code 544) on the record until the suggestion is accepted, instead of prematurely showing the “resolved” status (594). The record, Verify Live, and the Verify Job result now all display the same status, and records with an outstanding suggestion remain flagged for action.

  4. Plauti Deduplicate Release 2026 R5

    2026 R5 (3.389)
    SalesforceProductionSandbox

    Improved

    • Duplicate Prevention - The setting Duplicate Prevention in Native Entry Page Lightning has been renamed to Duplicate Prevention in Entry Page, since it also applies to the Deduplicate Entry override page, and Classic is no longer supported.
      Enabling this setting will block the creation of duplicate records both in Salesforce and Plauti Deduplicate Entry pages. Read more in Deduplicate Entry.
    • Lead Conversion - When "Contacts to Multiple Accounts" is enabled in Salesforce, you can now convert a Lead into any existing Contact and Account combination; upon conversion an indirect account-contact relationship is created.
    • Matching Methods - The Date Distance in Months matching method now supports a range of up to 12 months.
    • Setup - Improvements were made to the performance of the Deduplicate Setup page.
    • Setup - The Setup Check now detects duplicate Deduplicate settings and duplicate Record Type scenario/match configurations, with a one-click Fix for each, grouped under a new "Org-wide checks" section. Furthermore, the Setup menu shows the number of detected setup issues, surfacing problems even before the page is opened.
    • Small Trigger Footprint - The setting for enabling the Small Trigger Footprint now lets you choose between “Enable for all field updates”, and “Enable for scenario field updates”. This gives you more control over which records are queued for indexing.

    Fixed

    • AI Scenario Builder - Creating a scenario with the help of the AI Scenario Builder no longer fails when a field label contains special characters, such as parentheses or brackets.
    • Deduplicate Entry - Lookup searches now work correctly for custom objects.
    • Deduplicate Entry - Salesforce validation rules now work correctly in Deduplicate Entry when using State/Country Picklists.
    • Overall Job Results (OJR) - When using an embedded OJR overview, with the Source Record Owner filter set to "Logged-in User”, the overview now displays duplicates where the logged-in user owns at least one of the records.
    • Scheduled Jobs - You can now change where existing scheduled jobs will run, e.g. from within Salesforce to on Plauti Cloud.

  5. Apps Release 2.4.0

    2.4.0
    Production

    In this release, we have added a connectivity check that verifies that the app can reach all the required URL endpoints. This check is done on startup, when adding a new connection and before starting a job.

    Update instructions, you can update Plauti Desktop and Plauti Server using the in-app upgrade feature or using the fresh-installation method. Plauti Cloud is unaffected by this change.

  6. Apps Release 2.3.2

    2.3.2
    Production

    Improved

    • Better error message in case of job errors

  7. Apps Release 2.3.0 + 2.3.1

    2.3.0
    Production

    Update Instructions

    For Plauti Server, follow the update instructions in Update Plauti Server on Windows or Update Plauti Server on Linux. Plauti Desktop can be updated with the Update button in the top right of the app. Plauti Cloud is updated by Plauti.

    Improved

    • Release for security updates
    • +2.3.1: Fix for re-connection using MS dynamics connections.

  8. Apps Release 2.2.0

    2.2.0
    Production

    Update Instructions

    For Plauti Server, follow the update instructions in Update Plauti Server on Windows or Update Plauti Server on Linux. Plauti Desktop can be updated with the Update button in the top right of the app. Plauti Cloud is updated by Plauti.

    New

    • Connections – You can now reconnect an existing connection instead of setting up a new one. This is especially useful in Plauti Server, where a consumer key and secret are configured per connection.

    Improved

    • Connections – Connections that have become invalid can now be paused.
    • Login – Clearer feedback is shown when an email address cannot be used for email login, because addresses from free email domains are not allowed.
    • Plauti Cloud – Stability and performance of jobs has been improved.
    • General – Several security improvements were made.
    • General – Diagnostics have been improved so issues can be tracked and resolved faster.

    Fixed

    • Connections – Token refresh is now retried when Salesforce responds that the request should be retried, so connections no longer drop unnecessarily.
    • Logging – Some errors were written to the log incorrectly.

  9. Apps Release 2.1.2

    2.1.2
    Production

    Update Instructions

    For Plauti Server, follow the update instructions in Update Plauti Server on Windows or Update Plauti Server on Linux. Plauti Desktop can be updated with the Update button in the top right of the app. Plauti Cloud is updated by Plauti.

    Improved

    • Patch improvement release

  10. Apps Release 2.1.1

    2.1.1
    Production

    Update Instructions

    Update Instructions for Salesforce Connections
    If you hadn't done this yet for the 2.0.1 (June 22) release:
    To connect to Salesforce Orgs, and to log in for Salesforce users, additional steps need to be taken for Plauti Cloud, Desktop and Server. These steps are mandatory.
    Please proceed here:

    Plauti Cloud: Updating Cloud for the June 22, 2026 release 

    Plauti Desktop: Updating Desktop for the June 22, 2026 release 

    Plauti Server: Updating Server for the June 22, 2026 release 

    Improved

    • Server and Desktop Upgrade - Upgrading Plauti Desktop and Plauti Server can now be done with the click of a button. In the app, use the Update button top right to update to the latest version.

    Fixed

    Scheduled Jobs - Sometimes scheduled jobs weren't started automatically.

  11. Apps Release 2.0.1

    2.0.1
    Production

    Update Instructions

    Updating the apps
    For Plauti Server, follow the update instructions in
    Update Plauti Server on Windows or
    Update Plauti Server on Linux.
    Plauti Desktop is updated automatically next time you start the app.
    Plauti Cloud is updated by Plauti.

    Additional Update Instructions for Salesforce Connections
    To connect to Salesforce Orgs, and to log in for Salesforce users, additional steps need to be taken for Plauti Cloud, Desktop and Server. These steps are mandatory.
    Please proceed here:

    Plauti Cloud: Updating Cloud for the June 22, 2026 release 

    Plauti Desktop: Updating Desktop for the June 22, 2026 release 

    Plauti Server: Updating Server for the June 22, 2026 release 

    New

    • Connections - To connect to Salesforce Orgs, an External Client App needs to be installed in each Org. This applies to all apps: Plauti Cloud, Plauti Desktop, and Plauti Server.
      Read the additional Update Instructions for this release for more information.
    • Cloud Login - Login via Salesforce is replaced by email login. Read more in the additional Update Instructions for Plauti Cloud.
    • Server Login - Login via Salesforce is replaced by email login. Furthermore, a domain restriction should be set to limit which email domains can be used. Read more in the additional Update Instructions for Plauti Server .

  12. Apps Release 1.7.0

    1.7.0
    Production

    Update Instructions

    For Plauti Server, follow the update instructions in
    Update Plauti Server on Windows or
    Update Plauti Server on Linux.
    Plauti Desktop is updated automatically next time you start the app.

    Improved

    • Plauti Desktop Connections - Reworked authentication to be compatible with the operating system configured browser.
    • Plauti Desktop - Introduced the update icon for easier upgrading to the latest version.
    • General - Several compatibility improvements have been made.

  13. Plauti Deduplicate Release 2026 R4

    2026 R4 (3.384)
    SalesforceProductionSandbox

    New

    • Scenario Tester - Test a Deduplicate Scenario directly from the Scenarios setup page without running a full duplicate search. Enter two records or field values to compare, and verify that the Scenario produces the expected results. Read more here.

    Improved

    • API - All of Plauti Deduplicate’s triggers and Apex Classes have been updated to API version 66.0.
    • Deduplicate Setup - Quickly switch between Setup pages of all of Plauti’s Apps, and find out more about the ones you aren't using yet.
    • Flows - Specify which Scenarios to use in the ‘Search by ID’ and ‘Search by Field Values’ Flow Actions. When left empty, all Scenarios that are applied to Flow will be used as usual.

    Classes added

    If you are not using the PD permission set, add the following classes to the applicable profiles or permission sets:

    • dc3ControllerSetupScenarioTester

    Fixed

    • Deduplicate Convert - When converting Leads, any messages alerting the user to correctly fill out the form are now fully displayed again.
    • Deduplicate Entry - When opening Deduplicate Entry by URL Addressable, using the RecordType parameter, the default record type page layout was used instead of the specified record type.
    • Predefined Filters - Using a Date/Time parameter in a Predefined Filter would result in an error.

  14. Plauti Verify Release 2026 R4

    2026 R4 (3.131)
    SalesforceProductionSandbox

    Improved

    • API - All of Plauti Verify’s triggers and Apex Classes have been updated to API version 66.0.
    • Verify Setup - Quickly switch between Setup pages of all of Plauti’s Apps, and find out more about the ones you aren't using yet.

    Fixed

    • Address Validation - Validated (green) addresses with empty geocode fields (latitude/longitude) now get a suggestion including geocodes upon re-validation.
    • Transactions - In the Transactions Overview, filtering on Date/Time did not work correctly. This has been fixed; the filter now uses Date only.

  15. Plauti Manipulate Release 2026 R4

    2026 R4 (1.42.0)
    SalesforceProductionSandbox

    Improved

    • API - All of Plauti Manipulate’s triggers and Apex Classes have been updated to API version 66.0.
    • Manipulate Setup - Quickly switch between Setup pages of all of Plauti’s Apps, and find out more about the ones you aren't using yet.

    Fixed

    • General - Some warning messages did not contain any text.

  16. Plauti Assign Release 2026 R4

    2026 R4 (11.45)
    SalesforceProductionSandbox

    Update Instructions

    Improved

    • API - All of Plauti Assign’s triggers and Apex Classes have been updated to API version 66.0.
    • Assign Setup - Quickly switch between Setup pages of all of Plauti’s Apps, and find out more about the ones you aren't using yet.
    • Assignee Summary - When viewing ‘By User’, open the Assignee Record right from the Assignee Summary instead of first opening the Match Group.
    • Dynamic Assignees - From now on, the settings of Dynamic Assignees will not be overwritten anymore with the default Assignee Settings the next time the Dynamic Assignee Rules and Settings are applied.
    • General - Various small user interface improvements.
    • Match Groups - When cloning a Match Group, links to SLAs and Capacity Models are no longer copied along. This provides more configuration control, and prevents unintended SLA or capacity inheritance. After cloning, manually add SLAs and Capacity Models to the new Match Group if needed.
    • SLAs and Capacity Models - Cloning an SLA or Capacity Model is possible again. After cloning, the new SLA or Capacity Model is not yet linked to any Match Group.

    Classes added

    If you are not using the Plauti Assign permission sets, add the following classes to the applicable Admin profiles:

    • srrMatchGroupEvaluationRepository

    Other Items added

    If you are not using the Plauti Assign permission sets, add the following Object and Fields to the applicable Admin profiles:
    Object:

    • srrMatchGroupCandidate__c
      Fields:
    • Configuration_Values__c
    • Hash__c
    • JSONBlob__c

    Fixed

    • Assignee Rules - Currency fields can be fully used again in Assignee Rules.
    • Pause Assignment - When a Match Group is paused, incoming records are now assigned to the Queue User again, instead of staying with the creator of the record, until regular assignment is resumed.
    • SLAs and Capacity Models - Boolean fields (checkboxes) set to EQUAL TO = FALSE in SLA or Capacity Model criteria would result in an error.

  17. Plauti Restore Release 2026 R4

    2026 R4 (0.12.0.0)
    SalesforceProductionSandbox

    Improved

    • API - All of Plauti Restore’s triggers and Apex Classes have been updated to API version 66.0.
    • Restore Setup - Quickly switch between Setup pages of all of Plauti’s Apps, and find out more about the ones you aren't using yet.

    Classes added

    If you are not using the Plauti Restore permission sets, add the following classes to the applicable Admin and User profiles:

    • prTelemetryController

    Fixed

    • Restore Setup - A configured Object that no longer exists in the Org can now be removed properly again.

  18. Apps Release 1.6.0

    1.6.0
    Production

    Update Instructions

    For Plauti Server, follow the update instructions in
    Update Plauti Server on Windows or
    Update Plauti Server on Linux.
    Plauti Desktop is updated automatically next time you start the app.

    Improved

    • General - Improved error handling related to Plauti Deduplicate jobs.

  19. Apps Release 1.5.0

    1.5.0
    Production

    Update Instructions

    For Plauti Server, follow the update instructions in
    Update Plauti Server on Windows or
    Update Plauti Server on Linux.
    Plauti Desktop is updated automatically next time you start the app.

    Improved

    • General - Several security improvements were made.

  20. Plauti Deduplicate Release R15 patch 2

    R15.2, version 1.14.0.2
    Dynamics 365Production

    Update Instructions

    Improved

    • Admin Notifications - Administrators are now proactively alerted to incomplete or misconfigured settings that could prevent Plauti Deduplicate from working correctly. A new Required Actions page displays configuration warnings for both global settings (like Dataverse Search status and solution version) and per-entity settings (such as missing active features or failed setup processes).