Set Your CRM Up for Success in 2025 with Inogic’s Data Quality Apps!

The holiday season is a time for joy, reflection, and preparation for the year ahead . But as businesses wrap up year-end activities and gear up for the new year, the pressure of managing CRM data can make the festive cheer feel a little overwhelming . Don’t let data mishaps spoil your holiday spirit!

With Inogic’s Data Quality Apps like Undo2Restore and DeDupeD, you can simplify your CRM processes, ensuring that your data stays accurate and up-to-date , while you focus on celebrating the holidays and preparing for a successful 2025 .

Let’s dive into how these apps can bring you peace of mind and productivity this season !

DeDupeD – Clean Up Your Data for a Fresh Start in 2025

A new year brings new possibilities, as well as a chance to clean up your CRM data and start fresh. DeDupeD ensures that your CRM is free of duplicate records, letting you manage your data with confidence. Duplicate entries can clutter your CRM, leading to confusion, inefficiency, and lost opportunities. With DeDupeD, you can detect and merge duplicates, ensuring that your CRM data remains pristine and ready for the new year.

Key Features:

• Automate Duplicate Detection: Schedule daily, weekly, or monthly duplicate checks to automatically find and log duplicates.
• Phonetic Fuzzy Matching: Detect and merge records that sound similar, like “Jon Smith” and “John Smith.”
• Prevent Duplicates: DeDupeD prevents new duplicates from sneaking into your CRM with smart rules for cleaner data.
• Auto-Merge: Enable Auto-Merge to automatically merge duplicate records generated on the server side.
• Merge Duplicates in Bulk: DeDupeD lets you merge up to “N” number of historical duplicate records in bulk.

Why It’s Perfect for the Holidays:

As we approach the New Year, the last thing you want is data cluttering your CRM, affecting decision-making and strategy. Let DeDupeD help you start 2025 with a clean slate, free from the hassle of duplicate data.

Knowledge-Driven Webinars: DeDupeD App

Throughout 2024, Inogic hosted a series of insightful webinars on how DeDupeD addresses the issue of duplicate data, including:

• Spread Cheer with a Duplicates-Free CRM: DeDupeD helps Dynamics 365 CRM users efficiently find, clean, and merge duplicate records, ensuring reliable data for better decision-making.
• Manage Duplicate CRM Data with Fuzzy Matching: Phonetic Fuzzy Matching feature identifies and merges records that sound alike, ensuring that even the slightest duplicates are detected.

These sessions attracted a global audience, offering actionable insights on data hygiene and fostering meaningful discussions on optimizing CRM data management for better business outcomes.

Undo2Restore – The Gift of Effortless Data Recovery

The holidays are about spending time with loved ones, not fixing CRM errors. Undo2Restore gives you the gift of stress-free data management by allowing you to undo changes and restore deleted records with just a single click. Whether it’s an accidental update or bulk data error, you can restore your CRM records to their previous state in seconds—no need to worry about the small mistakes that happen while juggling year-end tasks.

Key Features:

• Undo Last Changes: Easily undo the last changes made to any CRM record.
• Restore History Changes: Go beyond the present and restore historical record changes with a simple click.
• Undo Multiple Changes: Quickly reverse changes across multiple records at once—perfect for those hectic bulk updates.
• Restore Deleted Records: Lost a record by mistake? Undo2Restore helps you bring it back with ease.
• Undo2Restore Tool: Effortlessly restore deleted records and reverse unwanted changes in bulk for up to N number of records.

Why It’s Perfect for the Holidays:

The holidays are all about making memories, but what if you could undo a mistake as easily as you recall a favourite moment? With Undo2Restore, your CRM data stays pristine, helping teams avoid headaches and maintain productivity as they gear up for the New Year.

Wrap Up Your CRM Tasks Efficiently This Holiday Season

The holidays are a time to take a break, reflect on the past year, and plan for the future.

With Undo2Restore and DeDupeD in your CRM toolkit, you can rest easy knowing that your CRM data is accurate, up-to-date, and ready for 2025.

No more worrying about mistakes or data duplication—just a smooth, efficient CRM experience that frees up time for you to enjoy the festivities with family and friends.

Here’s to a fresh start in 2025 with clean, accurate data!

You can sign up for a 15-day free trial from our website or Microsoft AppSource .

Please feel free to reach out to us at crm@inogic.com for more details or to schedule a demo!

Happy Holidays from Inogic Family!

The post Set Your CRM Up for Success in 2025 with Inogic’s Data Quality Apps! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.