Best practices for de-duplication in 2013

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Posted on by houstonbrooke

Good day -

I have a significant amount of leads that are duplicates, as well as leads that are already in the system as contacts. I do love the control of the manual merging, since I can make sure that data in a subordinate record copies over if there is an empty field in the master record. I'm also very concerned about keeping the records tied to marketing lists and campaigns and making sure they all merge.

I'm wondering if -

You recommend any third-party tool to help with mass duplication.
There are any better ways you've found to use the CRM system detection jobs (like if you can modify the columns in the 'View Duplicates' view)
Are there any resources on how to use workflows to assist with lead to lead merging or lead to contact merging (I'm not the best at workflows yet)

I'm on CRM 2013 online. Thanks!

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Deepesh161 6,317 on at

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This link describes ways pretty well:

crmbook.powerobjects.com/.../keeping-data-clean-in-microsoft-dynamics-crm

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houstonbrooke on at

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I'm curious, what are the pros and cons of merging records via a view within the Leads, like described in that link, versus going into settings and viewing/merging leads that a duplication detection job reports?

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Alfredo Aristimuño 135 on at

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Hello,

your question is not easy to answer since once the duplicated records are in your CRM and it is not a simple task to identify them.

So, if I were you I'd first setup the duplication detection provided by Dynamics CRM. msdynamicscrm2013.wordpress.com/.../duplicate-detection-in-crm-2013-3

There are some deduplication tools provided by third parties, but I´ll recommended to try the build-in tool first.

Hope this helps you.

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Deepesh161 6,317 on at

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Merge(Pros): You can select yourself what to merge

Cons(Manual and non-recursive)

Duplicate Detection job(Pros) Leave it to CRM Async service to do the job for you based on your duplicate detection rules. It can be selected to run recursive.

Another angle to look at it is the size of lead data we are talking here.

Having said that, this is a case to case choice as well. It might suit one place and not the other.

Hope it helps.

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Aileen Gusni 44,524 on at

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Hi Houston,

Manual merge is best once you want to control your data yourself because in fact only the user a human that can know whether this record is really really duplicate or not.

I think in this post has been explained already by the experts, just want to let you know there is another way that not yet mentioned, but does require technical effort

Other way you can use SSIS plus fuzzy logic to help in cleaning he data, my reference to learn the concept:

http://t.co/f7nzP0KKoH

Shared by Inogic in their fb account.

Btw, you can also use the oob feature, the combination of duplicate detection job and manual merge in CRM, there are a lot of ways you can do, mentioned very well in this post. You can take a look the manual or systematic way, can give the ssis a try to help you find the duplicate job as reference only then you can back to CRM to merge, or you can continue the SSIS to updare directly the crm record using proper API or data connector, you cam see kingswaysoft product for this connector. It is good for mass and systematic auto deduplication job.

Hope this helps!

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