Accurate data is the lifeblood of any successful CRM system and sales process. But let’s face it, duplicate records are a persistent problem. They create confusion, clutter your database, and ultimately sabotage your sales and marketing efforts.
And not all duplicates are created equal. Sometimes, you encounter partially similar records. These might have variations in names, addresses, or phone numbers, making them difficult to catch with built-in duplicate matching logics like Exact, First N Characters, or Last N Characters. Unfortunately, Microsoft Dynamics 365 CRM’s built-in deduplication lacks the fuzzy merging logic to handle these “fuzzy duplicates.”
Here’s where choosing the right master record becomes even more critical. When merging duplicates with partial similarities, selecting the most complete and up-to-date record ensures you retain valuable customer insights. Imagine merging a contact with a detailed purchase history and recent interactions into an empty…
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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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