data8 duplicare™

data8 duplicare™ is an automated de-duplication tool for Microsoft Dynamics 365. It offers real-time advanced duplicate prevention and the ability to merge multiple records, which also has the option to merge all fields too. The tool features a bespoke quick merge feature and also customisable quick merge option to bulk-batch de-duplicate existing records, all within Dynamic 365.

• Real-time advanced duplicate prevention on entry
  Reduced Requirement for de-dupe runs
• Multi merge of everything tool
  Merge any field and select different contact details from each record via easy to use UI (based upon the duplicate merging tool offered by Microsoft)
• Quick merge tool
  Based on predefined rules, you can merge any number of records of any entity with one click
• Fully integrated into CRM
  No API development required
• Easy integration into Microsoft Dynamic CRM
  Simple integration
• Native to Dynamics
  Simple user adoption without jarring switch to a second application
• Build-your-own matching rules
  Choose your own rules using an easy to use interface designed around the “Advanced Find” interface
• Batch processing once rules have been validated and tested
  Quick and automatic removal of duplicates
• Deduplication/merge of custom entities
  Extends beyond the existing account/ contact/ lead/ case entities only
• Merging of ‘ghost’ (unsaved) records
  Unsaved records can be merged without losing data entry
• Address standardization
  Addresses are formatted and validated automatically
• Phone number formatting
  Customizable phone formatting based on preference (international or national formatting)
• Strong fuzzy logic matching
  Greater capture of duplicates