Duplicate Identification, Prevention, and Merging for AI-Ready Dynamics 365 CRM Data – DeDupeD

Build AI-ready CRM data with real-time deduplication and unified customer profiles

Modern AI experiences in Dynamics 365 - Copilot insights, predictive analytics, and relationship intelligence are only as good as the data behind them. Duplicate and fragmented records break customer context, reduce trust in AI recommendations, and impact sales, service, and marketing outcomes.

DeDupeD for Dynamics 365 CRM is an advanced duplicate identification and intelligent merging solution that helps organizations maintain clean, unified, and AI-ready CRM data in real time. It goes far beyond native duplicate detection by enabling smarter matching, automated merges, and governance-driven data quality at scale.

Supports Dynamics 365 v9.1 and above as well as Dataverse, and is compatible with both online and on-premises deployments.

Start your 15-day FREE trial or click here to get a Custom Quote as per your requirements!

Why choose DeDupeD for Dynamics 365 CRM?

• Detect duplicates in real time across multiple entities
• Apply advanced matching logic beyond simple field comparisons
• Automatically or manually merge records with full control
• Create a single, trusted customer view across sales, service, and marketing
• Prepare your CRM data foundation for AI, Copilot, and predictive insights

Key Capabilities

Real-Time Duplicate Detection & Prevention

• Real-time detection during create/update, plus on-demand and scheduled scans
• Works across Leads, Accounts, Contacts, custom entities, cross-entity scenarios, and high-volume environments
• Client- and server-side prevention during entry and updates
• Form-level checks and record exclusions for targeted control
• Keeps CRM clean from the start, protecting reporting, automation, and AI insights.

Intelligent Duplicate Matching Beyond Standard Rules

• DeDupeD uses advanced matching techniques to identify true duplicates:
• Multiple matching methods and rules per entity
• Weighted/prioritized fields, partial matches, and flexible comparisons
• Phonetic fuzzy matching for identity resolution (for example, “John Smith” and “Jon Smyth”)
• Phone format matching and business-specific logic
• Delivers more accurate identification with fewer false positives.

Smart, Controlled Duplicate Merging with Full Governance

DeDupeD gives administrators complete control over how duplicates are resolved:

• Manual merge from entity forms; bulk cleanup for large datasets
• Auto-merge with predefined rules and master record selection
• Field-level preferences (sum numbers, append text, join option sets)
• Flexible address merging; consolidate subordinate records
• Customizable merge UI aligned to native CRM views
• All merges respect security roles, audit history, and ownership for compliance.

Create a Single Customer View and Power AI-Driven Decisions

Unify CRM records into one trusted customer profile to power accurate decisions and AI-driven outcomes:

• Build a single, reliable customer profile by eliminating duplicates and unifying records
• Improve sales pipeline accuracyand forecasting confidence
• Enhance customer service context and reduce resolution times
• Enable better marketing segmentation and personalization
• Support AI-driven insights and Copilot responses with clean data
• Keep CRM data consistent, reliable, and free from duplicate-driven bias
• Prepare your data for predictive analytics, AI reasoning, and relationship intelligence

To learn more about DeDupeD, visit our website, online docs, or video library.

Recommended Companion App for Data Management:

Undo2Restore: A one-click productivity app for Dynamics 365 CRM that lets you instantly restore deleted records in bulk, undo unwanted changes, and recover critical data with ease. It’s like having a Ctrl+Z button built right into your CRM.

Explore Inogic’s suite of over 15+ apps designed to maximize your Dynamics 365 CRM experience. Our app portfolio covers a wide range of categories, including geospatial, storage and document management, omnichannel, AI-Enabled Dynamics 365 Apps, user adoption, SaaS management, productivity, visualization, and integration. Take advantage of a free trial today and discover how our apps can transform your CRM experience!