As the holiday season nears, it’s the perfect time to clear out clutter—both in your home and your CRM! Duplicates in data can lead to communication issues and cost companies an average of $12.9 million annually.

With 20-30% of most databases containing duplicates, efficient clean-up is key, and DeDupeD by Inogic makes it simple. This tool detects and merges duplicates across Microsoft Dynamics 365 CRM, using features like Phonetic Fuzzy Matching and Scheduled Detection to save you hours of manual effort.

Enjoy a holiday season free from data headaches and start the new year with clean, accurate records! Join our upcoming webinar to see DeDupeD in action and discover how it can keep your CRM organized.

Webinar: Spread Cheer with a Duplicates-Free CRM: Unwrap DeDupeD’s New Features!  

Date: Tuesday, November 19^th, 2024

Timings:

3 PM AEDT – https://bit.ly/3Z3zTgt

11 AM CET – https://bit.ly/3Z7he3u

11 AM EDT – https://bit.ly/3Cocw8q

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

Join our live webinar to learn about the latest ways to detect and merge duplicate Dynamics 365 CRM data.

• Phonetic Fuzzy Matching: Detects duplicates with similar sounds, such as “John Smith” and “Jon Smyth,” ensuring consistent data accuracy.
• Duplicate Exclusion: Allows users to whitelist specific records, excluding them from future duplicate detections for better control.
• Manual Relationship Merging: Provides the option to merge related records (1:N and N:N relationships) from subordinate to master.
• Scheduled Duplicate Detection: Automate duplicate checks daily, weekly, or monthly, with a record of each run saved for easy tracking.
• Auto-Merge: Automatically merges duplicate records, filling empty fields in the master record and deactivating subordinate records after merge.
• Field Level Merge: Customizes merging for specific data types at the field level, offering options like “Add Up” for numeric fields, “Append” for text, and “Join” for Multi-OptionSets.
• Address Merge Criteria: Enables flexible address merging for Contacts, Accounts, and Leads, with options to specify how each address field should be handled.

Ready to keep your CRM data clean and organized? Register Now for our upcoming DeDupeD webinar!

Curious to try DeDupeD yourself? Download it from our website or Microsoft AppSource for a 15-day free trial.

Want more details? Explore our documentation for an in-depth look at DeDupeD’s powerful features.

Have questions? We’re here to help! Reach out at crm@inogic.com for a personalized demo.

P.S. Can’t make it to the webinar? No worries! Register now, and we’ll send you the recording so you won’t miss any insights.

The post Webinar: Spread Cheer with a Duplicates-Free Dynamics 365 CRM first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.