DeDupeD keeps your Microsoft Dynamics 365 CRM and Dataverse data clean, accurate, and reliable. This advanced duplicate data management solution automatically detects, prevents, and merges duplicate records across both Out-of-the-Box (OOB) and custom entities such as Leads, Contacts, Accounts, and more.

By eliminating duplicates, DeDupeD boosts data quality, improves sales insights and reduces redundant tasks like repeatedly contacting the same customer. Your teams gain a single, unified customer view, enabling better decision making, improved customer experiences, and greater efficiency for CRM administrators and sales teams—all without manual record checks.

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

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Key Features:

Duplicate Detection

On-Demand Detection: Instantly find and manage duplicate Dynamics 365 CRM records directly from the entity record form or home grid
Scheduled Detection: Automate duplicate detection with scheduled jobs (daily, weekly, or monthly) and get detection reports via email
Fuzzy Matching: Identify duplicates with similar-sounding data (e.g., “John Smith” and “Jon Smyth”) using advanced phonetic matching algorithms
Multiple Matching Methods: Choose from five different matching techniques to fit your organization’s data patterns and business rules
Advanced Duplicate Filter: Use fetch XML queries to detect duplicates in complex datasets or custom CRM configurations
Form Selection: Enable duplicate checks on specific forms for targeted control
Phone Number Format Matching: Detect duplicates even when phone numbers are stored in different formats

Duplicate Prevention

Real-Time Prevention: Stop duplicates from being created on both client and server sides, maintaining clean data from the start
Duplicate Exclusion: Whitelist specific records to exclude them from future duplicate checks, providing greater flexibility and control over data management

Duplicate Merging

Manual Merge from Record Form: Merge duplicates directly from the entity form by selecting a master record and preserving relevant data
Bulk Merge and Cleanup: Merge or clean up large sets of duplicates by selecting a master record and consolidating subordinate data
Auto-Merge: Automatically merge duplicate records based on predefined rules, managing data consolidation and deactivation on the server side
Merge by Field Type: Control how specific fields are merged —sum numbers, append text, or join option sets for accurate results
Flexible Address Merging: Customize how address fields are merged for Contacts, Accounts, and Leads to ensure all relevant address information is retained
Customizable Merge UI: Match the DeDupeD merge interface to familiar CRM entity views to enhance usability and minimize disruptions
Merge Subordinate Records: Consolidate related entity records from subordinate records into the master record for complete data integrity
Rule-Based Master Deciding: Empower admins to set intelligent criteria for duplicate resolution, ensuring accurate, consistent, and streamlined record management in Dynamics 365 CRM.
Merge Rules: Automate deduplication with conditional filters and rule-driven logic, ensuring accurate and consistent record merges in Dynamics 365 CRM

Learn more about DeDupeD, visit our website, online docs, or video library. Email us at crm@inogic.com to get a personalized demo from our experts.

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, 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!

Detect, Prevent and Merge duplicate records in Dynamics 365 CRM - DeDupeD

avtor: Inogic