Duplicate data is an inherent aspect of any database operation. It is crucial to take steps to prevent the creation of duplicate records, promptly identify them if present, and eliminate them swiftly within your Dynamics 365 CRM system.
Consider a scenario where one team member updates Record A with vital information while another team member concurrently inputs data into its duplicate, Record B. This results in incomplete information across both records, potentially leading to flawed decisions.
As per RevGenius, approximately 15–30% of contact records may consist of duplicate entries in a CRM database.
To tackle this data duplication dilemma, Dynamics 365 CRM has some OOB Duplicate Detection rules.
Use Dynamics 365 CRM OOB Duplicate Detection rules
Dynamics 365 CRM comes with native “Out-of-The-Box” (OOB) duplicate detection rules for Contacts and Accounts, helping maintain clean data. These rules automatically flag potential duplicates when creating or updating records,…
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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