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.
In every new customer’s subscription, you will have access to unlimited analysis credits for the first 30 days to learn & experiment how AutoMerge’s matching/ranking/precision rules work on your CRM data.
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.
How to import the AutoMerge Managed Solution into your Dynamics CRM The AutoMerge Managed Solution has the components that need to be added to your CRM to facilitate the viewing and quickly (or automatically) merging your already-tagged duplicate sets. This
Create an Azure App User allowing the AutoMerge service to connect to your CRM. Microsoft no longer allows services such as AutoMerge to connect to Dynamics CRM using named users. Services don’t and cannot do any multi-factor-authentication and using named
The usefulness of Dynamics CRM’s modifiedon field is limited. We can do better. The out-of-box modifiedon field tells you when the last time any change was made to a record. The CRM platform creates and manages the modifiedon field for all
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.
