Detect and Merge Dynamics 365 CRM Duplicate Records with New DeDupeD Features!

Effective data management is essential for every successful business. However, data cluttered with duplicates can lead to wasted time, miscommunication, and missed opportunities. On average, 20%-30% of a database consists of duplicate records, which means that multiple entries for the same contact or account are stored separately. This can create confusion, causing mixed messages to reach clients or leads.

Duplicate data also has a significant financial impact. Companies lose an estimated $12.9 million per year due to duplicate data, and improving data quality can result in a 66% increase in revenue. To address this challenge, the DeDupeD app by Inogic offers a robust solution for finding and merging duplicate records within Dynamics 365 CRM, ensuring your data remains clean, organized, and actionable.

The latest updates to DeDupeD make detecting and resolving duplicates even more efficient, with enhanced accuracy and streamlined automation, helping businesses maintain data quality effortlessly.

Let’s explore these updates and see how they can simplify your team’s work and improve productivity:

1. Phonetic Fuzzy Matching: Catching Similar Sounding Names

A major new feature in DeDupeD is Phonetic Fuzzy Matching, which helps you find duplicates that may be spelled differently but sound alike — like “John Stephen” and “John Stefen.” This feature is designed to capture these similar-sounding names and keep your data consistent.

How It Works

You can select the accuracy level that best meets your needs:

• Low Accuracy: For catching very similar names, like “John Smith” and “Jon Smith.”
• Medium Accuracy: Good for moderately similar names, such as “Catherine” and “Kathryn.”
• High Accuracy: Best for finding only very close matches, like “Michael” and “Micheal.”

With these settings, detect and merge duplicates based on your specific business rules.

Examples

• Healthcare: Hospitals often encounter small name differences in patient records. Phonetic fuzzy matching can reduce these duplicates, helping providers see complete patient histories.
• Finance: Financial institutions can use this feature to reduce duplicates in customer records, ensuring that each profile is accurate and up-to-date.

2. Scheduled Duplicate Detection: Automate Regular Checks

The Scheduled Duplicate Detection feature allows you to set up regular scans for duplicates, whether daily, weekly, or monthly. This saves your team from manually running duplicate checks, so your data stays accurate with minimal effort.

How It Works

You can schedule these checks to run automatically at chosen intervals, and send the results directly to specific users via email. This way, duplicate detection becomes a regular, hands-free process.

Examples

• Sales: For sales teams adding new contacts frequently, monthly duplicate checks ensure there’s no clutter in the CRM and allow the team to focus on real leads.
• Nonprofits: Nonprofit organizations often gather data from many sources, creating a risk of duplicate donor records. Scheduling regular checks helps them keep donor information organized, ensuring that communication with supporters remains clear.

Benefits of the New DeDupeD Features

These updates offer some valuable advantages:

• Clearer Data: Phonetic fuzzy matching finds similar-sounding names that might otherwise go unnoticed, keeping records accurate.
• Time Savings: Automated duplicate detection removes the need for manual checks, letting your team focus on their core tasks.
• Consistent Communication: By reducing duplicates, your team can avoid sending duplicate messages and streamline communication.
• Simple Data Maintenance: Scheduled checks make it easy to keep even large databases organized.

Here are some key features of DeDupeD app:

• Easily spot duplicate records across various entities in Dynamics CRM (OOB or custom).
• Prevent duplicate entries from appearing on both the server and client sides.
• Merge duplicates into master records quickly in CRM.
• Merge fields based on key criteria and streamline data management by automatically merging duplicates on the server side.
• Clean up your database by bulk merging historical duplicates.

Conclusion

The new DeDupeD features bring practical solutions to keeping your CRM data accurate. Phonetic fuzzy matching helps prevent small name variations from causing duplicate records, while scheduled duplicate checks ensure that your data stays clean without extra work. These tools make managing data in Dynamics 365 CRM more straightforward and efficient. Give them a try to see the difference organized, accurate data can make for your team!

If you’re enthusiastic about trying the app for dealing with duplicate data in your CRM, you can install the app for a 15-day free trial from our website or Microsoft AppSource.

To learn more about the app’s functionalities, visit our docs site. If you want a personalized app demo or have any questions related to the app’s features, feel free to reach out to us at crm@inogic.com.

The post Detect and Merge Dynamics 365 CRM Duplicate Records with New DeDupeD Features! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.