AutoMerge

Leverage Azure to Detect & Tag duplicate CRM Leads/Accounts/Contacts, review results and AutoMerge them in bulk

Intelligent Duplicate Detection:

• Powerful Azure servers detect duplicates in your CRM
• Cross-field detection searches across multiple phone#, email or address fields for dupes
• Our fuzzy matching techniques deal with random phone# punctuation, mis- or alt-spelled names/company names and various address formats
• Customize match and merge-winner-ranking logic to your needs. Almost anything is possible.
• You manage all your matching rules and analysis-requests with your same O365 login to the AutoMerge Management Application (itself a Dynamics Model-Driven App)

Duplicates are shown in your CRM for review:

• Validate dupes in your CRM prior to AutoMerging
• Match-precision metric shows you how closely matched a dupe-set is
• Buttons to ignore a record, removing it from the dupe-set, or promote it to winner

Powerful One-click or Automatic Merging:

• AutoMerge duplicates sets of any size with a single click.
• AutoMerge command-bar button to quickly merge tagged dupes in bulk
• Configure our Potential Duplicates Web Resource (Subgrid) on your end-user form for a field-chooser/editor AutoMerge experience
• Schedule mass AutoMerge of dupes above a pre-determined match-precision via the AutoMerge Management App
• Configure preservation-fields so populated data on a loser is copied to winner during merging (when winner field is empty)
• Configure append-fields(e.g. description) to append data from loser to winner
• Related records are moved to winner and loser is deactivated, like the out-of-the-box merge wizard