Duplicate records in Dynamics 365 CRM can lead to problems like data inconsistency, confusion among users, poor customer experience, and inaccurate reporting and analytics. Therefore, organizations must implement robust deduplication strategies to defeat duplicates in your CRM and ensure the integrity and reliability of CRM data.
Dynamics 365 CRM comes with native duplicate detection rules to help users deal with duplicate records in CRM. These rules can automatically flag duplicates whenever a user creates or updates a record, but when it comes to complex scenarios, they might not be enough.
For instance, with these rules, you can only prevent duplicates during data entry but not detect existing ones. For more advanced deduplication needs, you need to check out DeDupeD by Inogic.
DeDupeD, a deduplication solution for Dynamics 365 CRM and Dataverse. It lets you detect, prevent, and merge duplicate records for all CRM entities (OOB or Custom), detect duplicate records across…
Source link
More About This Author
-
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.
Array
Dyn365CE26 July 2024Enhanced ‘Selected Row’ Trigger Now Available in Power Automate
Dyn365CE25 July 2024Maplytics Optimizes Routes and Boosts Productivity for T-GREX
Dyn365CE24 July 2024Streamline Multilingual Customer Support using Language Detection Prebuilt Model in Power Automate
Dyn365CE23 July 2024WhatsApp instant messaging vs SMS texting: Deciding Your CRM Messaging Approach!
