Detect, Prevent & Merge Duplicate Records in Dynamics 365 CRM!

Efficient data management is a critical factor in a company’s success. However, duplicate records can disrupt operations, leading to wasted time, miscommunication, and missed opportunities. It’s estimated that 20%-30% of a database often consists of duplicates, resulting in multiple entries for the same contact or account. This can cause confusion and deliver inconsistent messages to clients or prospects.

Duplicate data also comes with a high financial cost. On average, businesses lose $12.9 million annually due to duplicate records, while improving data quality can increase revenue by 66%. To address this issue, Inogic’s DeDupeD app provides a comprehensive solution for identifying and merging duplicate records in Dynamics 365 CRM. With this tool, businesses can keep their data clean, well-organized, and actionable.

The latest enhancements to DeDupeD improve the process of identifying and merging duplicates by adding greater precision and automation, enabling teams to maintain data quality effortlessly.

Discover What’s New in DeDupeD

1. Phonetic Fuzzy Matching: Identifying Similar Sounding Names

A standout addition to DeDupeD is Phonetic Fuzzy Matching, which detects duplicates with similar-sounding names, even if spelled differently—for instance, “John Stephen” and “John Stefen.” This ensures greater consistency in your records.

How It Works

Users can adjust the accuracy level to match their needs:

• Low Accuracy: Captures slight variations, such as “John Smith” and “Jon Smith.”
• Medium Accuracy: Identifies moderate differences, like “Catherine” and “Kathryn.”
• High Accuracy: Focuses on very close matches, such as “Michael” and “Micheal.”

Industry Applications:

• Healthcare: Minimizes duplicate patient records by accounting for name variations, providing complete medical histories.
• Finance: Ensures customer profiles are accurate by consolidating similar records, avoiding errors in financial accounts.

2. Scheduled Duplicate Detection: Automating Routine Checks

Users can now automate duplicate scans on a regular basis—daily, weekly, or monthly—saving time and ensuring data accuracy without manual intervention.

How It Works:

Duplicate checks run automatically at set intervals, and results are emailed to specific users for review. This creates a hands-free process for maintaining data quality.

Use Cases:

• Sales Teams: Regular checks help ensure new leads are accurately captured without cluttering the CRM.
• Non-rofits: Automating duplicate scans helps maintain clean donor records for clear and consistent communication with supporters.

Why DeDupeD’s New Features Stand Out

The updated features provide:

• Enhanced Data Clarity: Phonetic fuzzy matching ensures similar-sounding names don’t slip through undetected.
• Time Efficiency: Automating duplicate checks eliminates manual processes, allowing teams to focus on key priorities.
• Improved Communication: Reducing duplicate records prevents sending multiple messages to the same contact.
• Seamless Data Maintenance: Regularly scheduled scans make managing even large databases straightforward.

Additional Capabilities of DeDupeD:

• Identify duplicates across both standard and custom entities in Dynamics CRM.
• Prevent duplicate entries during data input on both server and client sides.
• Merge duplicate records into master records efficiently.
• Utilize advanced criteria for field-level merging and automate server-side merging.
• Bulk-merge historical duplicates to clean up legacy data.

Conclusion

DeDupeD’s new features provide practical tools for maintaining accurate CRM data. Phonetic Fuzzy Matching prevents minor name variations from creating duplicates, while Scheduled Duplicate Detection ensures your data remains clean and organized with minimal effort. These enhancements make managing data in Dynamics 365 CRM more efficient and reliable.

Ready to experience the benefits of accurate data management? Try DeDupeD with a 15-day free trial from our website or Microsoft AppSource.

For further information, visit our documentation site, or contact us at crm@inogic.com for a personalized demo. Keep your CRM data clean and organized with DeDupeD!

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