Customer Testimonials See what our clients have to say about AutoMerge! “Our data management and marketing automation processes have been greatly improved by the de-duplication performed by AutoMerge and we are now utilizing a lead import process that allows us … Read More
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AutoMerge User Guide
AutoMerge User Guide Learn how to AutoMerge data within your Microsoft Dynamics 365 CRM! Table of Contents “AutoMerge Contacts” Dashboard View “AM Contact Dupes” List Views Viewing Potential Duplicates Before AutoMerging Potential Duplicates Subgrid AutoMerging Duplicates Complex Field Preservation Viewing … Read More
AutoMerge Management Application User Guide
AutoMerge Management Application User Guide The AutoMerge Management Application is an xRM model-driven application built on the same Dynamics platform as your CRM. The Management App is where you define your duplicate matching rules. Using those rules, you can submit … Read More
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 … Read More
Potential Duplicate Subgrid Read-Only Web Resource
Potential Duplicates Subgrid Web Resource This article describes the read-only version of the Potential Duplicates web resource. See the newer Field-Chooser/Editor version here. Potential Duplicates Subgrid Focus We recently added the ability to show potential duplicates in a grid within … Read More
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 … Read More
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 … Read More
