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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Duplicate Contacts in ...
Customer experience | Sales, Customer Insights,...
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Duplicate Contacts in Dynamics 365 Sales with ClickDimensions Integration

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Posted on by Chime 145

Hi all,

I'm currently working with a customer who has implemented Dynamics 365 Sales Hub integrated with ClickDimensions for email marketing campaigns. Contacts are being uploaded into the system to build marketing lists for email communications.

However, the customer is facing a significant data quality issue — there are approximately 800,000 duplicate contact records in the environment. These duplicates are affecting marketing performance and overall CRM data integrity.

We’re looking for guidance on two key areas:

  1. Data Cleanup:

    Is there an efficient way to deduplicate or bulk manage these contacts? Manually merging or deactivating records is proving too slow. Are there any recommended tools, solutions, or partner add-ons that can accelerate this cleanup process?


  2. Prevention Strategy:

    What can we implement within Dynamics 365 and/or ClickDimensions to prevent duplicate contacts from being created during future uploads or list imports? Ideally, we'd like to establish a single source of truth going forward

Any best practices, third-party tools, or configuration tips would be greatly appreciated.

Thanks in advance for your support!

Categories:
Dynamics 365 Customer Insights - Data
I have the same question (0)
  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    Muhammad Shahzad Sh... 2,375 Most Valuable Professional on at
    1. Data Cleanup (Deduplication)
    Use one of the following tools for large-scale deduplication:
    • Inogic DeDupeD – UI-based, efficient for merging thousands of contacts.
    • Data8 Duplicare – Real-time + bulk deduplication with configurable rules.
    • KingswaySoft + SSIS – Best for bulk operations (800k+ records), fully automatable.
    Avoid manual merging — these tools support fuzzy matching, bulk merge, and scheduled jobs.

    2. Prevention Strategy (Stop Future Duplicates)
    In Dynamics 365:
    • Enable Duplicate Detection Rules on Email, Full Name, etc.
    • Turn on detection for imports and real-time operations (Settings > Data Management).
    In ClickDimensions:
    • Avoid direct imports; instead:
      • Upload to a staging entity.
      • Use Power Automate or plugin to deduplicate before creating contacts.
    Best Practice:
    • Treat Email as a unique identifier.
    • Implement a plugin or flow to block duplicates at the creation level.

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