Frequently Asked Questions

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

    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

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

    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.

  • Q: “Fuzzy” what?

    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.

  • Q: How are duplicate records getting in my CRM?

    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.

  • Q: Can I ignore specific records from AutoMerge analysis?

    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.

  • Q: Can I control which duplicate sets are AutoMerged?

    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.

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

    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.

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

    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.

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

    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.

  • Q: What is a Data Quality Report?

    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.