MICROSOFT DYNAMICS DUPLICATE DETECTION
AND AUTOMATED DATA MERGING

Save time and money by increasing your data quality.

Organize and update your contacts, leads, and accounts quickly and efficiently with AutoMerge.

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AutoMerge for Microsoft Dynamics 365

Tired of seeing duplicate contacts, leads, or accounts records?

Let AutoMerge take the headache out of keeping your Dynamics CRM free of duplicates. Quickly and securely find and merge records using AutoMerge’s intelligent duplication detection – no matter the size of your database.

How does AutoMerge work?

1

Analyze your Dynamics 365 data

Within minutes, identify duplicate records using our default matching rules – or customize the rules to your business needs! 

  • Find duplicates using our advanced Azure-based fuzzy matching engine
  • Match duplicates by first name, last name, email, phone, company, zip code. Any built-in or custom field on the record or a parent record 
  • Find matches using multiple rules

Find out how many duplicates you have in your CRM with our free Data Quality Report.

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Analyze data with AutoMerge
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Validate match sets with AutoMerge

2

Validate match sets

The AutoMerge Solution installed on your CRM shows you the results of the analysis in list view.

  • Validate match sets in your own CRM at a glance
  • View match sets sorted from high-confidence to low-confidence using our precision metric –  also configurable
  • Add your own columns to the views to compare values across matched records

3

AutoMerge match sets

Merge duplicates in bulk – in a fraction of the time. Merge any number of duplicate sets in a list with little to no effort.

  • Quickly merge entire lists of duplicates in one click
  • Duplicate sets can consist of 2-20 records (or more) – it’s still a single AutoMerge operation
  • Mass-AutoMerge thousands of duplicate sets in batch mode using our Management App
  • Afraid of losing data? Our plugin automatically preserves fields from the loser records to winner record
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AutoMerge and Match Sets

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AutoMerge Match Rules

Configuring Match Rules – Deep Dive

Deep Dive: Configuring Match Rules in the AutoMerge Management App The match rules within your Matching/Ranking Configuration record reference a particular entity (Lead/Account/Contact) and determine how the analysis engine finds duplicates in your CRM.  The default set of Match Rules

Read More »

Want to try our service? Get started with Test Drive on Microsoft Appsource!

It’s simple – sign in to your O365 account and agree to the terms of use. That’s it!  No need to set up or use your own Azure or Dynamics 365 subscription. You’ll have access to a preconfigured environment to see how AutoMerge works for your data quality needs.

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