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
AutoMerge has become an important part of how we manage data quality in Dynamics 365. It allows us to quickly analyze over 7 million contact records and identify potential duplicate sets. Just as importantly, AutoMerge gives our business users an easy way to review duplicate sets and determine which records should be merged. We also regularly use its automated merging capabilities to resolve duplicates without requiring manual intervention. Beyond duplicate contacts, we use AutoMerge to identify contacts that match incoming leads so those lead records can be closed appropriately. Overall, it has given us an effective combination of large-scale duplicate identification, business-user review, and automation.
Jason, Dynamics 365 Administrator, a global humanitarian nonprofit
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.