Intelligent duplicate detection and automatable multi-record merge
For Dynamics 365 Accounts, Contacts, and Leads, stored in Dataverse. Find the duplicates native detection misses, merge multiple sets of 2+ records with one click, and preserve values from all the fields, even the fields the native merge dialog never shows you. Then prevent new duplicates by flagging Leads that already exist as Contacts or Accounts.
Why not just use what's built into Dynamics?
A fair question. The built-in duplicate detection and merge dialog work. They just aren't built for volume or for messy real-world data.
Matching
| Native Dynamics | AutoMerge | |
|---|---|---|
| Number of match rules allowed | Max 5 published rules per table | Unlimited |
| Nicknames, misspellings, phonetic matching | No | Yes |
| Match on related-record (N:1) fields | No | Yes |
| Cross-field matching (email1 against email2) | No | Yes |
| Confidence (precision) score per duplicate set | No | Yes |
See the full matching comparison →
Merging
| Native Dynamics | AutoMerge | |
|---|---|---|
| Duplicate sets merged per operation | One set of two records | Multiple sets of two or more records each, in one click |
| Choose the surviving record by rule | Manual, per merge | Ranking rules |
| Field preservation, including fields the merge dialog never shows | No | Yes |
| Bulk AutoMerge from a list view or scheduled request | No | Yes |
| Audit trail of what merged into what | No | Losing records visible within the remaining active winning record |
See the full merging comparison →
Why AutoMerge: the full argument, side by side →
Customer success
What it is like on the other side of the merge
Customer Success
Our data management and marketing automation processes have been greatly improved by the de-duplication performed by AutoMerge and we are now utilizing a lead import process that allows us to avoid duplicate records going forward. Having started out with only a vague idea of our needs and where to find a solution, we were very lucky to have stumbled upon AutoMerge. Our team would definitely recommend AutoMerge to anyone looking for a user-friendly data hygiene solution.
Shaina Warner, Creative Marketing Specialist, Radiant Vision Systems
Common end user tasks
- View your tagged duplicate sets
- Change which record wins an AutoMerge operation
- Ignore a record from future AutoMerge analysis
- Merge a page of tagged duplicates with one click
- Work through a large backlog of tagged duplicates
- See what merged into a winning record, right on its form
- Find a record that was merged away
New to AutoMerge?
Read the FAQs, or request a free Data Quality Report, the default deliverable of a trial: a no-obligation analysis of the duplicates in your CRM. Optionally, as part of that same trial, we can tag up to 500 duplicate sets at 90% precision or higher directly in your CRM, so you can work through the validate-and-merge experience yourself.
Watch the full walkthrough (16 min)
An end-to-end tour: defining match rules, submitting a request, and merging a set of duplicates.
Still have questions? Email sales@genbil.com or send us a note.