The AutoMerge Blog

Explore AutoMerge tips, best practices, and the latest news

Potential Duplicates with Editable Field Chooser Form screenshot

Potential Duplicates and Editable Field-Chooser Subgrid Web Resource

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 that allows you to perform all the usual AutoMerge functions (Make-Winner, Ignore and AutoMerge). The main advantage of seeing potential duplicates in the form is that your end-users (the actual owners of the records) can be prompted to AutoMerge them as they discover them as opposed to having an IT/Analyst type person deal with them en masse from the list

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Blog: Announcing General Availability of the AutoMerge Management Application

Announcing General Availability of the AutoMerge Management Application The AutoMerge Management Application has always been the back end xRM driving the management of our Azure-based AutoMerge service. Now you can access it directly through your subscription.  Up until now, our customers managed their AutoMerge subscriptions using our Portal. Although the Portal served us well, it had some limitations. Now, customers/Dynamics Partners can log directly into the AutoMerge Management Application. Since it is a Dynamics xRM application, there is a minimal learning curve, making it easy for CRM users. Contact AutoMerge to be invited to the AutoMerge Management Application. After you

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Blog: Announcing the Potential Duplicates Subgrid

Announcing the Potential Duplicates Subgrid We recently added the ability to show potential duplicates in a grid within the CRM Form! Overloading your IT/Analyst person with a  massive list of duplicates? Don’t fret – our new Potential Duplicates Subgrid feature will help alleviate the number of duplicates your IT/Analyst person deals with. The Potential Duplicates Subgrid shows all the potential duplicates in a grid within the CRM form. The subgrid gives all the same functionality as the list view of duplicates, such as:  Set Primary Ignore AutoMerge The main advantage of the Subgrid is that your end-users (the actual owners

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AutoMerge Contact Duplicates Dashboard

Blog: Data Cleanse your Dynamics 365 CRM with AutoMerge

Data Cleanse your Dynamics 365 CRM with AutoMerge AutoMerge is a Microsoft Dynamics 365 deduplication software. AutoMerge can help you analyze, tag, validate, and remove duplicate Leads/Contacts/Accounts in your CRM. Topics Post Covers: Viewing post-analyzed/tagged duplicates from the dashboard and list view. Modify the list view to your needs AutoMerge a few duplicate sets at once Viewing AutoMerged (deactivated) records in a subgrid from the remaining active Winner record. AutoMerge a whole list of duplicate sets at once! “AutoMerge Contacts” Dashboard View Once you have signed up for an AutoMerge plan and AutoMerge has run an analysis of the duplicates in your

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