For everyone in the CRM

Using AutoMerge →

Install the solution, find duplicate sets, validate them, and merge them safely.

For administrators

Administering AutoMerge →

Connect your CRM, define the matching, ranking, and precision rules, and submit the requests that drive everything.

Administering AutoMerge

The AutoMerge Management Application is an xRM model-driven application built on the same Dynamics platform as your CRM.

It's where you connect your CRM organizations, define your duplicate matching rules, and submit requests to analyze and tag duplicates across your Leads, Accounts, and Contacts.

Management App vs. your CRM

	Where	What you do there
Management App	automerge.crm4.dynamics.com	Define matching, ranking, and precision rules. Connect CRMs. Submit analysis requests.
Your CRM	Your own Dynamics org	Review the tagged duplicate sets and merge them. See Using AutoMerge.

The working cycle

Cleanup is a loop, not a single action:

1. Analyze/Tag. A request finds duplicate sets and tags them in your CRM. Nothing is merged.
2. Validate. You review the tagged sets in your CRM and adjust rules if they're wrong.
3. AutoMerge. A separate request merges the sets you now trust.

The middle step is not optional. See submitting requests.

Setting up for the first time

In order:

1. Install the AutoMerge Solution into every CRM organization you want analyzed.
2. Get access to the Management App.
3. Create an Azure app user so the service can connect without a named user.
4. Verify the CRM connection with the client ID and secret.
5. Review the configuration: entity definition, matching, ranking, precision.
6. Submit your first analysis against a Sandbox connection before pointing at Production.

In this guide

Getting started

• Getting access
• Azure app user: the service connection
• Customer profile
• CRM connections

Configuration

• Configurations overview: the five parts
• Matching rules: how duplicates are found
• Ranking rules: which record wins
• Precision rules: how confident the match is

Advanced

• AM ModifiedOn: track when a record actually changed
• Workflow field preservation: preserve into alternate fields
• FetchXML filtering: narrow what gets analyzed
• Unignore All: reset ignored records

Paid subscribers only

Access to the Management Application is for paid AutoMerge subscribers. Contact us if you'd like to start a trial, or request a free Data Quality Report first.