Question 1

Q: “Fuzzy” what?

Accepted Answer

A: “Fuzzy Matching” simply means not exact, but close enough. Our fuzzy matching logic will find duplicates regardless of the various ways we humans enter data. Ask ten people to create a single new Contact record with the usual name, address and phone fields and you’ll get ten different results. AutoMerge will find these duplicates and match them up.

Question 2

Q: Can I control which duplicate sets are AutoMerged?

Accepted Answer

A: Yes! You are always in control. No duplicate sets are automatically merged until you say so. You can use our AutoMerge command bar/ribbon button to merge multiple sets yourself, or log into the AutoMerge Management Application and submit a request. AutoMerge also has a Match Precision % field to let you know how similar the records in each set of duplicates are. With this you can submit a request to AutoMerge all dupes sets above X% and manually validate/AutoMerge the rest (below X%) yourself.

Question 3

Q: Can I ignore specific records from AutoMerge analysis?

Accepted Answer

A: Yes, use the AutoMerge Ignore command bar/ribbon button will remove selected record(s) from existing duplicate set(s) and prevent them from being matched in the future. You may also un-ignore those records in the future with a simple bulk edit, or by submitting a request via the AutoMerge Management Application.

Question 4

Q: How are duplicate records getting in my CRM?

Accepted Answer

A: Dynamics CRM allows several ways to input leads, account and contacts including: manual entry, import wizard, data migrations/integrations with other business line systems, etc... All of these processes result in duplicates. Your end-users will know if there’s a duplicate problem if they are in the CRM daily but they probably cannot quantify it. Our no-obligation data quality report will tell you how many duplicate leads, accounts or contacts you have and even give you some examples.

Question 5

Q: How does AutoMerge determine the primary record which will “win” the pending AutoMerge operation?

Accepted Answer

A: The default logic would have the most recently updated Lead/Account/Contact win the pending Merge, but this can be customized to follow any decision logic you can imagine, including referencing information on related records such as Activities, Opportunities, Cases or Custom entities. On a set by set basis, you can change which record should “win” the pending AutoMerge operation by using our AutoMerge Set Primary button.

Question 6

Q: How does AutoMerge determine what is a duplicate Lead, Account or Contact?

Accepted Answer

A: Our default matching logic has been tested against hundreds of millions of real-world CRM records and uses combinations of Name, Address, Telephone, Email, etc… to find duplicates. If you need to include your customized fields in the matching logic, that works too. Remember that you will always be able to validate the duplicates found prior to AutoMerging them.

Question 7

Q: How does your Cloud service work if our CRM is On-Premise behind our corporate firewall?

Accepted Answer

A: Our service works best with Dynamics 365 (Online), any Partner-hosted or On-Premise with Internet Facing Deployment, going back to version 2011. Let us know if you are running CRM behind a closed firewall, there are ways to overcome this and still keep your network safe.

Question 8

Q: Is my CRM data safe?

Accepted Answer

A: We take the security of your data very seriously. #1 we only transfer the few fields necessary to detect duplicates, never any sensitive fields. #2 your data is transmitted using SSL encryption and resides (at-rest) on our Azure-hosted analysis servers encrypted AES_128. #3 we promptly delete your data when analysis is complete.

Question 9

Q: Our CRM has several business units which may contain legitimate duplicates across them. How do you avoid detecting and AutoMerging them?

Accepted Answer

A: We have a couple techniques to partition your CRM data during duplicate analysis. This is no problem.  AutoMerge was designed over the years from actual customer requirements.

Question 10

Q: The built-in merge wizard lets me choose fields to preserve from each record, how does AutoMerge handle this?

Accepted Answer

A: AutoMerge has a system-wide configurable set of fields that are reviewed prior to every AutoMerge operation. During the AutoMerge process, for each "preservation" field, if the winning record has no value (nulll) for that field, and the loser does have a value, the loser's field value is copied into the winning record. This is all done for you in a split second automatically. The built-in CRM merge wizard much too cumbersome and error-prone to use for more than a few sets of duplicates.

Question 11

Q: We're a Dynamics Partner, do you have a Partner program?

Accepted Answer

A: Yes we do! Dynamics 365 Partners are welcome to join our partner program and receive several benefits including free AutoMerge use for in their own Dynamics tenant. Contact us at sales@genbil.com

Question 12

Q: What is a Data Quality Report?

Accepted Answer

A: The report is a summary of an analysis of your active Leads/Accounts/Contacts. For each of these entities, you will see how many duplicates were detected using our default matching logic and some clues as to how we found them. Also included in the report are several hundred sample duplicate sets from your CRM for you to validate individually. The Data Quality Report provides actionable insight as to how serious your duplicate problem has become. The report is provided free, and none of your CRM data is modified in the process.

Question 13

Q: What versions of Dynamics CRM/365 does AutoMerge work with?

Accepted Answer

A: AutoMerge works with CRM 2011 / 2013 / 2015 / 2016 On-premise and Dynamics 365 (Latest online version), basically any version going back to 2011.

Question 14

Q: Where does the loser (non-primary) record go after it’s been AutoMerged?

Accepted Answer

A: The loser record(s) are disabled but not deleted, just like the behavior of the out-of-box merge dialog. AutoMerged Leads/Accounts/Contacts can always be seen in a subgrid from the remaining winner record. That is until such time as you decide to Bulk-Delete them to recover the disk space they occupy.

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