With the holiday season just around the corner, it’s the ideal time to declutter—not just your home, but your CRM too! Duplicate data can create communication challenges and cost businesses an average of $12.9 million annually.

Did you know that 20–30% of most databases contain duplicates? Streamlining your data is essential, and DeDupeD by Inogic makes it effortless. This powerful tool identifies and merges duplicate records in Microsoft Dynamics 365 CRM, leveraging features like Phonetic Fuzzy Matching and Scheduled Detection to save you countless hours of manual work.

Make this holiday season stress-free by tackling data duplication and starting the new year with clean, accurate records! Attend our upcoming webinar to see DeDupeD in action and discover how it can optimize your CRM.

Webinar: Spread Cheer with a Duplicates-Free CRM: Unwrap DeDupeD’s New Features!  

Register Now!

Date: Tuesday, November 19th, 2024

Timings:

3 PM AEDT – https://bit.ly/3Z3zTgt

11 AM CET – https://bit.ly/3Z7he3u

11 AM EDT – https://bit.ly/3Cocw8q

(Register for the session that best fits your schedule.)

What You’ll Learn:

Explore DeDupeD’s cutting-edge features to effortlessly manage duplicate records in Dynamics 365 CRM:

• Phonetic Fuzzy Matching: Identifies duplicates with similar sounds, such as “John Smith” and “Jon Smyth,” ensuring data consistency.
• Duplicate Exclusion: Allows specific records to be whitelisted and excluded from future detections for precise control.
• Manual Relationship Merging: Enables merging of related records (1:N and N:N relationships) from subordinate to master records.
• Scheduled Duplicate Detection: Automates duplicate detection on a daily, weekly, or monthly basis with logs for easy tracking.
• Auto-Merge: Automatically consolidates duplicates, fills empty fields in the master record, and deactivates subordinate records post-merge.
• Field-Level Merge: Offers advanced merging options, such as “Add Up” for numeric fields, “Append” for text fields, “Join” for Multi-OptionSets etc.
• Address Merge Criteria: Customizes address merging for Contacts, Accounts, and Leads with flexible handling of individual fields.

Don’t Miss Out!

Register today to secure your spot for this insightful webinar and keep your CRM data duplicate free.

Want to experience DeDupeD firsthand? You can get the app for a 15-day free trial from our website or Microsoft AppSource

For more information, refer to our comprehensive documentation, or contact us at crm@inogic.com for a personalized demo.

P.S. Can’t attend the webinar live? No problem! Register now, and we’ll send you a recording so you don’t miss any valuable insights.

The post Webinar: Celebrate Holiday Season with a Duplicates-Free Dynamics 365 CRM ! appeared first on CRM Software Blog | Dynamics 365.