Eliminate Dynamics 365 CRM Duplicates with Master Record Selection and Fuzzy Merging Logic to boost sales productivity!

Inogic

23,927

Like ( 0 )

Report

Eliminate Dynamics 365 CRM Duplicates

Accurate data is the lifeblood of any successful CRM system and sales process. But let’s face it, duplicate records are a persistent problem. They create confusion, clutter your database, and ultimately sabotage your sales and marketing efforts.

And not all duplicates are created equal. Sometimes, you encounter partially similar records. These might have variations in names, addresses, or phone numbers, making them difficult to catch with built-in duplicate matching logics like Exact, First N Characters, or Last N Characters. Unfortunately, Microsoft Dynamics 365 CRM’s built-in deduplication lacks the fuzzy merging logic to handle these “fuzzy duplicates.”

Here’s where choosing the right master record becomes even more critical. When merging duplicates with partial similarities, selecting the most complete and up-to-date record ensures you retain valuable customer insights. Imagine merging a contact with a detailed purchase history and recent interactions into an empty record—you’d be losing crucial information!

This is where ISV app DeDupeD by Inogic step in. The app enhances your deduplication experience by providing more advanced duplicate merging logic, such as fuzzy merging. You can select a desired master record while merging duplicates, retain the required field values, and remove the rest.

Choose the Right Master Record: DeDupeD goes beyond simple matching. It empowers you to define specific criteria for selecting the most comprehensive and up-to-date record as the master. This ensures you retain valuable customer insights during the merge process.

Eliminate Dynamics 365 CRM Duplicates

Fuzzy Matching Method: This powerful feature tackles those partial duplicates. By employing fuzzy merging logic, you can identify duplicates in records with slight variations, like typos or abbreviations.