Powerful Azure servers detect duplicates in your CRM
Cross-field detection searches across multiple phone#, email or address fields for dupes
Our fuzzy matching techniques deal with random phone# punctuation, mis- or alt-spelled names/company names and various address formats
Customize match and merge-winner-ranking logic to your needs. Almost anything is possible.
You manage all your matching rules and analysis-requests with your same O365 login to the AutoMerge Management Application (itself a Dynamics Model-Driven App)

Validate dupes in your CRM prior to AutoMerging
Match-precision metric shows you how closely matched a dupe-set is
Buttons to ignore a record, removing it from the dupe-set, or promote it to winner

AutoMerge duplicates sets of any size with a single click.
AutoMerge command-bar button to quickly merge tagged dupes in bulk
Configure our Potential Duplicates Web Resource (Subgrid) on your end-user form for a field-chooser/editor AutoMerge experience
Schedule mass AutoMerge of dupes above a pre-determined match-precision via the AutoMerge Management App
Configure preservation-fields so populated data on a loser is copied to winner during merging (when winner field is empty)
Configure append-fields(e.g. description) to append data from loser to winner
Related records are moved to winner and loser is deactivated, like the out-of-the-box merge wizard

AutoMerge

作者 Genbil Software