User Review
( votes)Manually cleaning duplicate records in Dynamics 365 CRM is a never-ending struggle—time-consuming, error-prone, and frustrating. From misspelled names to inconsistent phone numbers, duplicate data sneaks in through multiple channels, making it nearly impossible to maintain a single, accurate customer view. The result? Conflicting information, unreliable reports, wasted productivity, and even embarrassing mistakes like sending multiple emails to the same customer.
For sales teams, bad data means lost deals. Chasing outdated or duplicate leads, struggling to find the right contact details, or missing key follow-ups can derail potential opportunities. Without an automated system, detecting and merging duplicates becomes a tedious, high-risk task—one that steals valuable time away from selling.
But there’s a smarter way—DeDupeD by Inogic! With advanced phonetic fuzzy matching, automated detection, smart merging, and flexible duplicate management, DeDupeD eliminates the chaos and keeps your CRM clean, structured, and sales-ready. Say goodbye to messy records and hello to accurate, trustworthy customer data.
Join our webinar to see how DeDupeD’s latest features help you streamline data management, eliminate duplicates, and close deals with confidence!
Webinar: Effortless CRM Clean Up – Auto Detect, Prevent, & Merge CRM Duplicates in Bulk!
Date: Wednesday, February 12th, 2025
Timings:
4PM AEDT – https://bit.ly/4aHOzGk
11AM CET – https://bit.ly/3PQm0Nh
11AM EDT – https://bit.ly/40A3hKJ
[Note: This webinar will be held in three different time zones; choose the session that fits your schedule.]
Key Highlights of the Webinar:
- Phonetic Fuzzy Matching – Never lose a lead due to spelling variations again! Identify and merge similar-sounding names like John Smith and Jon Smyth to ensure no valuable contact slips through the cracks.
- Phone Number Formatting Flexibility – Inconsistent formats shouldn’t mean duplicate records. Whether a number is stored as 123-456-7890 or (123) 456 7890, DeDupeD recognizes and merges them correctly.
- Relationships Selection – Keep key connections intact! Choose which related records (Contacts, Opportunities, Activities) stay linked when merging, so your relationship history remains accurate.
- Duplicate Exclusion – Not all duplicates need to be deleted. Whitelist certain records to ensure they remain untouched in future scans, giving you full control.
- Automated Duplicate Detection – Stop wasting time manually checking for duplicates. Schedule auto-detection to run daily, weekly, or monthly, so you always work with clean, trustworthy data.
- Auto-Merge – Set the rules and let automation handle the rest! Merge duplicates on the server side, keeping critical data intact while eliminating redundant records.
- Merge by Field Type – Choose exactly what data to keep. Customize merges at the field level for precision.
- Flexible Address Merging – Keep customer addresses clean and uniform across Contacts, Accounts, and Leads by defining merge rules that prevent lost or mismatched information.
DeDupeD gives you clean, consolidated customer data, so you can focus on what you do best—closing deals. Join our webinar to see how it works and take back control of your CRM today!
Ready to experience DeDupeD’s powerful new features? Try it free for 15 days—install from our website or Microsoft AppSource.
Need more details? Check out our documentation or reach out at crm@inogic.com for a personalized demo.
Can’t attend the webinar? No worries! Register now, and we’ll send you the recording so you won’t miss out.
The post Master CRM Data Clean Up – Automate Duplicate Detection & Merging within Dynamics 365! appeared first on CRM Software Blog | Dynamics 365.
