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
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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
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
Configuring Complex Field Preservation to Run While AutoMerging Duplicate Sets
Configuring Complex Field-Preservation When AutoMerging a set of duplicates, our plugin will preserve populated fields from the loser records (Rank≥2) into UN-populated fields on the winner (Rank=1). It will do this for all fields contained in the comma-separated-list in the … Read More
Potential Duplicates and Editable Field-Chooser Subgrid Web Resource
Potential Duplicates and Editable Field-Chooser Subgrid (Web Resource) A couple months back we announced a new web resource to show end-users the potential duplicates in a subgrid right on the form. That earler version depicts a read-only list of records … Read More
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
Blog
The AutoMerge Blog Explore AutoMerge tips, best practices, and the latest news
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
