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Install the AutoMerge Solution

How to import the AutoMerge Managed Solution into your Dynamics CRM The AutoMerge Managed Solution has the components that need to be added to your CRM to facilitate the viewing and quickly (or automatically) merging your already-tagged duplicate sets.  This … Read More

AutoMerge CRM Connection Verify

How to Create an Azure App (User) for AutoMerge Service Connection

Create an Azure App User allowing the AutoMerge service to connect to your CRM. Microsoft no longer allows services such as AutoMerge to connect to Dynamics CRM using named users.  Services don’t and cannot do any multi-factor-authentication and using named … Read More

CRM Contact Form with am_automergemodifiedon highlighted

The usefulness of Dynamics CRM’s modifiedon field is limited. We can do better.

The usefulness of Dynamics CRM’s modifiedon field is limited. We can do better. The out-of-box modifiedon field tells you when the last time any change was made to a record. The CRM platform creates and manages the modifiedon field for all … Read More

AutoMerge Match Rules

Configuring Match Rules – Deep Dive

Deep Dive: Configuring Match Rules in the AutoMerge Management App The match rules within your Matching/Ranking Configuration record reference a particular entity (Lead/Account/Contact) and determine how the analysis engine finds duplicates in your CRM.  The default set of Match Rules … Read More

AppSource AutoMerge Page Screenshot

Test Drive AutoMerge on AppSource

AutoMerge is available for a “Test Drive” on AppSource We have converted our AutoMerge listing to TEST DRIVE so anyone can try it out.  AppSource is Microsoft’s marketplace to help businesses find tailored solutions (apps) for their industry. AutoMerge – Microsoft Dynamics … Read More

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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

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

AutoMerge Contact Duplicates Dashboard

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