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What solution do you use to merge/dedupe your accounts and contacts in bulk? Looking for a good recommendation.
Any assistance would be appreciated.
there are several approaches; some by Out-Of-the-Box (OOB) technologies others by coding Developments (Plugins / Scripting).
These considerations can solve the points:
one old sample video: https://www.youtube.com/watch?v=mOP8F8vKrf8
Development take more effort and time but resolve all your requirements pointed above.
I hope I was helpful,
Wow that seems like a lot of work. I was hoping for something more turn key.
Dynamics 365 it isn't an App, it is an enterprise scalable, flexible, modular platform SaaS that evolve several roles:
usually CRM Users
any times ERP Users
Back Office Users
CDS & Power Platform Administrators
C# / JS / DevOps Developers
But if you want to get a fast solution to solve merge/dedupe create OOB decuplication rules and schedule one or more OOB Jobs to detect duplicates, then manually merge/deupe duplicates records.
Otherwise if you want resolve by automation, you should take all considerations listed above about SSIS integrations and their features. You need one SSIS expert , consider also your SSIS architecture:
- Where run the SSIS dedupe jobs
- When run these jobs
- Which rules achieve during execution jobs
- Test your rules
- Analyze your load data and the size storage
- Estimate more-less the time and the effort
- Take Remarks about the future of your management data: prevention, record validation, secure data import etc...
Last possible solution find one ISV framework on the marketplace that could support you to dedupe.
Sorry, In Dynamics 365 Turn Keys doesn't exist!
We would like to confirm if you have any further question related to this post so that we can assist you although the information is already provided previously. Thank you.
We are still evaluating how to resolve this - my IT team has not be able to prioritize how to execute this on their own as described in this response.
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