Intelligent duplicate detection and automatable multi-record merge
For D365 Accounts, Contacts, and Leads. 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.
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.