DeDupeD is a powerful CRM data cleansing app that helps users quickly identify and manage duplicate Dynamics 365 CRM data. It ensures data accuracy by enabling organizations to detect, prevent, and merge duplicates effortlessly. With a clean database, sales teams avoid redundant tasks like repeatedly contacting the same customer. No need to manually sift through records—DeDupeD automatically detects duplicates across out-of-the-box (OOB) or custom entities, including leads, contacts, accounts etc.

DeDupeD works with Dynamics 365 v9.1 and above and Dataverse. It supports the online and on-premise deployment model.

To learn more about DeDupeD, visit our website, online docs, or video library. Email us at crm@inogic.com to get a personalized demo from our experts.

Take advantage of our 15-day FREE trial or click here to get a Custom Quote as per your requirements!

Key Features of DeDupeD:

Duplicate Detection: Users can detect and manage duplicate Dynamics 365 CRM data on-demand directly from the entity record form or home grid within Dynamics 365 CRM and Dataverse.
Schedule/Automate Duplicate Detection: Schedule daily, weekly, or monthly duplicate detection jobs and automatically send duplicate detection reports to Dynamics 365 CRM users via email.
Duplicate Prevention: DeDupeD lets you prevent duplicate records on both the client side and server side, this helps minimize duplicates from the onset and ensures data quality.
Phone Number Formats: Detect and Merge duplicates based on different phone number formats.
Merge Duplicate: Merge duplicate records of the same entity directly from the record form, choose a master record, and ensure data completeness and consistency.
Clean-up History Duplicate Records in Bulk: Merge/clean-up CRM duplicate records in bulk. Choose a master record to merge subordinate records into it while merging records in Bulk.
Phonetic Fuzzy Matching: Detect and merge duplicates with similar sounds, like 'John Smith' and 'Jon Smyth,' ensuring consistently accurate data.
View Columns: Customize the DeDupeD duplicate merge UI to look like CRM entity view columns. This familiarity minimizes disruptions.
Multiple Matching Methods: Select from five different matching methods to identify duplicates according to your business requirements.
Advanced Duplicate Filter: This feature enables users to use flexible fetch XML queries to detect duplicates in any CRM scenario.
Form selection: Activate duplicate detection on specific entity forms as per your needs.
Auto-Merge: Activate Auto-Merge to let the system handle duplicate merges based on preset rules, combining records and deactivating duplicates effortlessly in the server side.
Merge by Field Type: Choose how to merge field data: sum up numbers, append text, or join options for precise control.
Flexible Address Merging: Define exactly how addresses should merge for Contacts, Accounts, and Leads, keeping all relevant address info intact.
Duplicate Exclusion: Allows users to whitelist specific records, excluding them from future duplicate detections for better control.

DeDupeD can help you maintain a duplicate-free Dynamics 365 CRM database by:

Enabling quick and simple duplicate detection and prevention.
Automating Dynamics 365 CRM duplicate data detection and eliminating the need to manually search and manage duplicates.
Enhancing data quality by resolving challenges caused by junk, redundant, and duplicate data.

Recommended Companion App for Data Management:

Undo2Restore: A one-click productivity app designed to help you effortlessly restore deleted records in bulk, revert unwanted changes made to CRM records, and more. Think of it as your Ctrl + Z' button right within Microsoft Dynamics 365 CRM.

Explore Inogic’s extensive collection of over 15+ apps designed to maximize your Dynamics 365 CRM experience. Our app portfolio covers a wide range of categories, including geospatial, storage and document management, user adoption, SaaS management, productivity, visualization, and integration. Take advantage of a free trial today and discover how our apps can elevate your Dynamics 365 CRM usage!

Detect, Prevent and Merge duplicate records in Dynamics 365 CRM - DeDupeD

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