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Dynamics 365 Community / Forums / Sales forum / Duplicate Detection an...
Sales forum

Duplicate Detection and Merge Tool - Recommendations

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We are looking for a tool that can work with Dynamics 365 which can identify duplicate Accounts, Contacts, Leads, Opportunities etc based on our criteria. Tool should be able to Merge the accounts if user chooses to. It will be great if it can handle multiple sets at a time or can automate the merge instead of user doing it one at a time. It would be great if it can do Fuzzy matching of names as well. If you have any recommendations for such a tool, please reply.

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  • Suggested answer
    Mahadeo Matre Profile Picture
    17,021 on at

    hi..

    did you tried CRM native duplicate detection and merge functionality.

    for More information  check

    Duplicate detection

    docs.microsoft.com/.../set-up-duplicate-detection-rules-keep-data-clean

    docs.microsoft.com/.../set-up-duplicate-detection-rules-keep-data-clean

    Merging

    docs.microsoft.com/.../merge-duplicate-records-accounts-contacts-leads

    ledgeviewpartners.com/.../merge-records-microsoft-dynamics-crm365

    hope this will help..

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