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Maintaining a clean and accurate database is a fundamental challenge for any organization. Databases can get cluttered with duplicate records, which can cause errors and inefficiencies. This issue is particularly troublesome in CRM systems, where duplicate data can undermine customer relationship management, disrupt sales processes, and compromise data integrity. For organizations using Microsoft Dynamics 365 CRM, basic deduplication needs can be met with built-in duplicate detection rules. However, for those managing large databases and complex duplicate scenarios, more advanced solutions are essential.
Data deduplication tools can save costs by cutting down on the time and labor required for manual deduplication. Depending on the dataset size, these savings can range from 10% to 70% of the costs associated with manual deduplication efforts, potentially translating into thousands of dollars saved.
This is where DeDupeD by Inogic comes into play. It is a robust data hygiene app designed to detect, prevent, and merge duplicate records across various CRM entities, including Leads, Contacts, Accounts, Cases, and more. It ensures data accuracy and consistency by allowing users to find duplicates within the same entity and across different entities, define rules to minimize duplication, and merge historical duplicates in bulk. Additionally, DeDupeD can identify duplicates based on changes in fields or columns and upon saving records.
To enhance the data deduplication experience in CRM Inogic has introduced new enhancements to DeDupeD app, i.e., phonetic/pronunciation-based fuzzy duplicate matching and an Advanced Duplicate Filter feature.
Join our upcoming webinar to explore these exciting new features and discover how DeDupeD can help maintain CRM data integrity.
Webinar: CRM Duplicate Data Cleaning Done Right
Register Now
Date: Wednesday, July 10th, 2024
Time:
3 PM AEDT: https://bit.ly/3xHEr14
11 AM CET: https://bit.ly/3L9rJLF
11 AM EDT: https://bit.ly/3RTvxEN
Following are the exciting new features of DeDupeD App you will get to explore in this webinar:
- Phonetic Fuzzy Matching: Phonetic/pronunciation-based fuzzy duplicate matching accurately detects duplicates based on pronunciation, ensuring no similar-sounding records slip through the cracks.
- Advanced Duplicate Filter: This feature enables users to use flexible fetch XML query to detect duplicates in any CRM scenario.
- Detect Duplicates: Identify duplicate records, regardless of whether they are within the same entity or span across different entities.
- Prevent Duplicates: Prevent duplicate records from being added to the CRM system from both the server and client sides.
- Merge Duplicates Efficiently: Detect and merge duplicates directly from the record form.
- Merge Duplicates in Bulk: Identify and Merge up to N number of existing duplicate records in CRM in Bulk.
- Familiar User Experience: Customize the app duplicate merge UI to resemble CRM entity view columns, providing a familiar and intuitive interface for deduplication tasks.
Register here to book your slot.
To test the app’s potential for managing CRM deduplication processes, you can get the app for a 15-day free trial from Microsoft AppSource or Inogic’s website.
You can also visit our product documentation site to read about the app’s features in detail.
If you wish to book a personalized app demo, feel free to mail us at crm@inogic.com.
Register now to find out how DeDupeD’s innovative new features can aid in ensuring the accuracy of your CRM database.
The post Webinar: CRM Duplicate Data Cleaning Done Right with Phonetic Fuzzy Matching and Much More! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.
