Organize and update your contacts, leads, and accounts quickly and efficiently with AutoMerge.
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.
Within minutes, identify duplicate records using our default matching rules – or customize the rules to your business needs!
Find out how many duplicates you have in your CRM with our free Data Quality Report.
The AutoMerge Solution installed on your CRM shows you the results of the analysis in list view.
Merge duplicates in bulk – in a fraction of the time. Merge any number of duplicate sets in a list with little to no effort.
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
Configuring Complex Field-Preservation When AutoMerging a set of duplicates, our plugin will preserve populated fields from the loser records (Rank≥2) into UN-populated fields on the winner (Rank=1). It will do this for all fields contained in the comma-separated-list in the
Potential Duplicates and Editable Field-Chooser Subgrid (Web Resource) A couple months back we announced a new web resource to show end-users the potential duplicates in a subgrid right on the form. That earler version depicts a read-only list of records
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.
