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Data cleaning, a crucial process in data management, involves identifying and addressing inconsistencies, missing values, and duplicates within a dataset. According to a study by Dun & Bradstreet, up to 30% of data in CRMs can be duplicated, highlighting the significance of effective data hygiene practices.
When it comes to Microsoft Dynamics 365 CRM, basic deduplication needs can be met using the built-in duplicate detection rules. However, for organizations dealing with large CRM databases and complex duplicate scenarios, seeking automation and advanced features becomes imperative for seamless duplicate management.
If the latter is the case, then try checking out ISV solutions like DeDupeD by Inogic for your data hygiene needs. Do check out our post on Duplicate Data Management in Dynamics 365 CRM – OOB Duplicate Detection vs Inogic’s Data DeDuplication App!
With DeDupeD, you can detect duplicates on demand, prevent duplicates from entering from both the server and client sides, merge up to N number of duplicate records in bulk for all entities (OOB or Custom), detect duplicates when there are changes to a record’s status, publish up to 10 duplicate matching rules per entity, and it offers duplicate detection for Dynamics 365 for phones.
Despite the numerous features implemented, there were still some challenges to address in order to enhance the deduplication experience to its fullest potential. These included issues such as difficulty choosing the correct master record, an unfamiliar user interface for merging duplicates, limited control over where and when duplicate detection occurs, and a lack of flexibility in bulk merging.
No worries!
Staying committed to our philosophy of ongoing innovation and improvement, Team Inogic is thrilled to announce the addition of several exciting new features to the DeDupeD app.
Don’t miss out on this webinar to explore how new features of DeDupeD app can benefit you.
Webinar: Manage Duplicate CRM Data with Fuzzy Matching, Master Record Selection and more with DeDupeD New Release!
Date: Wednesday, March 13th, 2024
Timings:
3 PM AEDT: https://bit.ly/3Pb05jL
11 AM CET: https://bit.ly/48HJbjy
11 AM EST: https://bit.ly/3PbvBOO
In this webinar, you will get to explore the following new features of DeDupeD app:
- Merge Duplicates: You can detect and merge duplicates right from the individual record using the DeDupeD UI, and you can choose the right master record to merge duplicates into directly from the record form.
- View Columns: Customize the DeDupeD duplicate merge UI to look like CRM entity view columns; this helps provide a familiar user experience for deduplication.
- Form Selection: Activate duplicate detection on specific entity forms as per your requirements.
- Fuzzy Matching Method: Detect duplicates by using Fuzzy duplicate matching method. which can identify duplicates even with minor discrepancies, improving data accuracy.
- Merge Selected Records: When merging duplicate records in bulk, users can now choose which specific records to merge while leaving the others unchanged.
Interested in discovering more? Register here!
If you’re enthusiastic about delving into the app’s potential for handling duplicate data, you can download the app for a 15-day free trial from our website or Microsoft AppSource.
For a more comprehensive understanding of the app’s functionalities, visit our documentation site. If you want a personalized app demonstration or have any questions related to the app, feel free to contact us at crm@inogic.com.
Don’t let this opportunity pass – register now to uncover how the innovative features of the DeDupeD app can aid you in ensuring the precision of your CRM database.
The post Webinar: Manage Duplicate CRM Data with Fuzzy Matching, Master Record Selection, and More with DeDupeD New Release! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.
