{"id":37736,"date":"2024-03-29T14:32:05","date_gmt":"2024-03-29T09:02:05","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=37736"},"modified":"2025-04-21T12:12:21","modified_gmt":"2025-04-21T06:42:21","slug":"eliminate-dynamics-365-crm-duplicates-with-master-record-selection-and-fuzzy-merging-logic-to-boost-sales-productivity","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2024\/03\/eliminate-dynamics-365-crm-duplicates-with-master-record-selection-and-fuzzy-merging-logic-to-boost-sales-productivity\/","title":{"rendered":"Eliminate Dynamics 365 CRM Duplicates with Master Record Selection and Fuzzy Merging Logic to boost sales productivity!"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40974\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates.png\" alt=\"Eliminate Dynamics 365 CRM Duplicates\" width=\"1400\" height=\"800\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates.png 1400w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-1024x585.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-768x439.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-660x377.png 660w\" sizes=\"(max-width: 1400px) 100vw, 1400px\" \/><\/p>\n<p style=\"text-align: justify;\">Accurate data is the lifeblood of any successful CRM system and sales process. But let&#8217;s face it, duplicate records are a persistent problem. They create confusion, clutter your database, and ultimately sabotage your sales and marketing efforts.<\/p>\n<p style=\"text-align: justify;\">And not all duplicates are created equal. Sometimes, you encounter partially similar records. These might have variations in names, addresses, or phone numbers, making them difficult to catch with built-in duplicate matching logics like Exact, First N Characters, or Last N Characters. Unfortunately, Microsoft Dynamics 365 CRM&#8217;s built-in deduplication lacks the fuzzy merging logic to handle these &#8220;fuzzy duplicates.&#8221;<\/p>\n<p style=\"text-align: justify;\">Here&#8217;s where choosing the right master record becomes even more critical. When merging duplicates with partial similarities, selecting the most complete and up-to-date record ensures you retain valuable customer insights. Imagine merging a contact with a detailed purchase history and recent interactions into an empty record\u2014you&#8217;d be losing crucial information!<\/p>\n<p style=\"text-align: justify;\">This is where ISV app <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/dedupe-find-clean-merge-duplicate-dynamics-365-crm-data\/?utm_source=inogic-blog&amp;utm_medium=ddd&amp;utm_campaign=Iblog\">DeDupeD<\/a> by Inogic step in. The app enhances your deduplication experience by providing more advanced duplicate merging logic, such as fuzzy merging. You can select a desired master record while merging duplicates, retain the required field values, and remove the rest.<\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>Choose the Right Master Record:<\/strong> DeDupeD goes beyond simple matching. It empowers you to define specific criteria for selecting the most comprehensive and up-to-date record as the master. This ensures you retain valuable customer insights during the merge process.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-37741\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-1-e1711693082121.png\" alt=\"Eliminate Dynamics 365 CRM Duplicates\" width=\"1380\" height=\"722\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-1-e1711693082121.png 1380w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-1-e1711693082121-300x157.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-1-e1711693082121-1024x536.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-1-e1711693082121-768x402.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-1-e1711693082121-660x345.png 660w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-1-e1711693082121-380x200.png 380w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/><\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>Fuzzy Matching Method:<\/strong> This powerful feature tackles those partial duplicates. By employing fuzzy merging logic, you can identify duplicates in records with slight variations, like typos or abbreviations.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-37742\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-2.png\" alt=\"Eliminate Dynamics 365 CRM Duplicates\" width=\"1920\" height=\"889\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-2.png 1920w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-2-300x139.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-2-1024x474.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-2-768x356.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-2-1536x711.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-2-660x306.png 660w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/p>\n<p style=\"text-align: justify;\"><strong>For example,<\/strong> if an existing contact record&#8217;s last name is \u2018Smith\u2019 and a new record is created with the last name \u2018Smeth\u2019, then by using this method, you can detect duplicate records containing the word \u2018Smeth\u2019 and merge the duplicate record into the master record. This ensures that you capture all relevant information and create a truly unified customer profile.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-37743\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-3.png\" alt=\"Eliminate Dynamics 365 CRM Duplicates\" width=\"1380\" height=\"636\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-3.png 1380w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-3-300x138.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-3-1024x472.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-3-768x354.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-3-660x304.png 660w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-37744\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-4.png\" alt=\"Eliminate Dynamics 365 CRM Duplicates\" width=\"1379\" height=\"639\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-4.png 1379w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-4-300x139.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-4-1024x475.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-4-768x356.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2024\/03\/Eliminate-Dynamics-365-CRM-Duplicates-4-660x306.png 660w\" sizes=\"(max-width: 1379px) 100vw, 1379px\" \/><\/p>\n<p style=\"text-align: justify;\">There is much more to DeDupeD\u2019s amazing features than this:<\/p>\n<ul style=\"text-align: justify;\">\n<li>Detect duplicates on demand for any and all Dynamics 365 CRM entities (OOB or Custom).<\/li>\n<li>Prevent duplicates from both the server and client sides.<\/li>\n<li>Merge duplicates directly from individual records.<\/li>\n<li>Select the right master record while merging duplicates.<\/li>\n<li>Merge up to N number of duplicates in bulk with DeDupeD\u2019s Windows-based tool.<\/li>\n<li>Display entity view columns on DeDupeD duplicate merge UI for a familiar deduplication experience.<\/li>\n<\/ul>\n<p style=\"text-align: justify;\">By leveraging these <a href=\"https:\/\/docs.inogic.com\/deduped\/features\" target=\"_blank\" rel=\"noopener\">features<\/a>, DedupeD elevates your CRM deduplication experience to a whole new level.<\/p>\n<p style=\"text-align: justify;\">Don&#8217;t let duplicate data hinder your CRM&#8217;s effectiveness. Embrace the power of advanced deduplication tools like DeDupeD and unlock the true potential of your customer data.<\/p>\n<p style=\"text-align: justify;\">If you&#8217;re interested in learning more about DeDupeD, you can explore our product <a href=\"https:\/\/docs.inogic.com\/deduped\/features\">documentation<\/a>.<\/p>\n<p style=\"text-align: justify;\">To experience the app first-hand, you can visit our<a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/dedupe-find-clean-merge-duplicate-dynamics-365-crm-data\/?utm_source=inogic-blog&amp;utm_medium=ddd&amp;utm_campaign=Iblog\"> website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.dedupe-merge-find-duplicate-dynamics-365-crm?tab=Overview\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a> to download it for a 15-day free trial.<\/p>\n<p style=\"text-align: justify;\">For a personalized demonstration of the app or for any questions regarding its implementation in Microsoft Dynamics 365 CRM, feel free to contact us at <a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Accurate data is the lifeblood of any successful CRM system and sales process. But let&#8217;s face it, duplicate records are a persistent problem. They create confusion, clutter your database, and ultimately sabotage your sales and marketing efforts. And not all duplicates are created equal. Sometimes, you encounter partially similar records. These might have variations in\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2024\/03\/eliminate-dynamics-365-crm-duplicates-with-master-record-selection-and-fuzzy-merging-logic-to-boost-sales-productivity\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[2764],"tags":[2859,2805],"class_list":["post-37736","post","type-post","status-publish","format-standard","hentry","category-deduped","tag-fuzzy-merging","tag-remove-duplicates"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/37736","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=37736"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/37736\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=37736"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=37736"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=37736"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}