Webinar – Auto Detect, Prevent, & Merge CRM Duplicates in Bulk!

Duplicate records in Dynamics 365 CRM can create chaos—conflicting customer information, inaccurate reporting, and wasted time manually sorting through redundant data. Misspelled names and inconsistent phone number formats make it nearly impossible to maintain a unified customer view. Even worse, without an automated system in place, detecting and merging duplicates becomes an endless, error-prone task.

Imagine sending multiple emails to the same customer under different records, misplacing important interactions, or struggling to trust your data because of inconsistencies. These problems don’t just cause frustration; they cost businesses time, money, and opportunities.

But there’s good news—DeDupeD now comes packed with powerful new features to tackle these challenges head-on! With advanced phonetic fuzzy matching, automated detection, smart merging options, and greater flexibility in handling duplicates, you can finally take control of your CRM data with confidence.

Join our webinar to see how DeDupeD’s new features can help you maintain clean, accurate records, improve data accuracy, and ensure a unified customer view in your CRM!

Webinar: Effortless CRM Clean Up – Auto Detect, Prevent, & Merge CRM Duplicates in Bulk!

Date: Wednesday, February 12^th, 2025

Timings:

4PM AEDT – https://bit.ly/4aHOzGk

11AM CET – https://bit.ly/3PQm0Nh

11AM EDT – https://bit.ly/40A3hKJ

[Note: This webinar will be held in three different time zones; choose the session that fits your schedule.]

Key Highlights of the Webinar:

• Phonetic Fuzzy Matching – No more duplicate records due to minor name variations! Identify and merge similar-sounding names like John Smith and Jon Smyth for precise, reliable data.
• Phone Number Formatting Flexibility – Inconsistent phone number formats shouldn’t create duplicate chaos. Spot and merge duplicate records even if their phone numbers are same but stored in different formats.
• Relationships Selection – Take control of related records! Choose exactly which connections to retain when merging, keeping your CRM relationships structured and intact.
• Duplicate Exclusion – Some duplicates need to stay. Whitelist specific records to ensure they’re never flagged in future duplicate scans.
• Automated Duplicate Detection – Stop wasting time on manual checks! Schedule duplicate detection to run daily, weekly, or monthly and catch issues before they snowball.
• Auto-Merge – Let automation do the heavy lifting. Enable Auto-Merge to merge duplicates on the server side based on pre-set rules, seamlessly combining records while keeping critical data intact.
• Merge by Field Type – Not all data is equal. Choose which information to retain on a field-by-field basis for a customized, precise merge process.
• Flexible Address Merging – Keep address data clean and consistent. Define exactly how addresses should merge for Contacts, Accounts, and Leads, ensuring no important details get lost.

Ready to automate your CRM data deduplication? Register now for our new DeDupeD webinar!

Intrigued to try the App’s exciting new features yourself? Install it in your CRM for a 15-day free trial from our website or Microsoft AppSource.

Want to know more about DeDupeD’s exciting new features? Visit our documentation site.

Want a personalized app demo or have questions? Feel free to reach out to us at crm@inogic.com.

P.S. If you cannot join the webinar? No worries! Register now, and you will receive the recording so you won’t miss any updates.

The post Webinar – Auto Detect, Prevent, & Merge CRM Duplicates in Bulk! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

Original Post https://www.inogic.com/blog/2025/02/webinar-auto-detect-prevent-merge-crm-duplicates-in-bulk/