{"id":40331,"date":"2025-02-04T12:48:23","date_gmt":"2025-02-04T07:18:23","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=40331"},"modified":"2025-02-19T11:16:46","modified_gmt":"2025-02-19T05:46:46","slug":"webinar-auto-detect-prevent-merge-crm-duplicates-in-bulk","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/02\/webinar-auto-detect-prevent-merge-crm-duplicates-in-bulk\/","title":{"rendered":"Webinar &#8211; Auto Detect, Prevent, &#038; Merge CRM Duplicates in Bulk!"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40332\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/02\/Auto-Detect-Prevent-Merge-CRM-Duplicates-in-Bulk.png\" alt=\"Auto Detect Prevent &amp; Merge CRM Duplicates in Bulk\" width=\"1925\" height=\"1100\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/02\/Auto-Detect-Prevent-Merge-CRM-Duplicates-in-Bulk.png 1925w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/02\/Auto-Detect-Prevent-Merge-CRM-Duplicates-in-Bulk-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/02\/Auto-Detect-Prevent-Merge-CRM-Duplicates-in-Bulk-1024x585.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/02\/Auto-Detect-Prevent-Merge-CRM-Duplicates-in-Bulk-768x439.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/02\/Auto-Detect-Prevent-Merge-CRM-Duplicates-in-Bulk-1536x878.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/02\/Auto-Detect-Prevent-Merge-CRM-Duplicates-in-Bulk-660x377.png 660w\" sizes=\"(max-width: 1925px) 100vw, 1925px\" \/><\/p>\n<p>Duplicate records in Dynamics 365 CRM can create chaos\u2014conflicting customer information, inaccurate reporting, and wasted time manually sorting through redundant data. Misspelled names and inconsistent phone number formats make it nearly impossible to maintain a unified customer view. Even worse, without an automated system in place, detecting and merging duplicates becomes an endless, error-prone task.<\/p>\n<p>Imagine sending multiple emails to the same customer under different records, misplacing important interactions, or struggling to trust your data because of inconsistencies. These problems don\u2019t just cause frustration; they cost businesses time, money, and opportunities.<\/p>\n<p>But there\u2019s good news\u2014<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\" target=\"_blank\" rel=\"noopener\">DeDupeD<\/a> now comes packed with powerful new features to tackle these challenges head-on! With advanced phonetic fuzzy matching, automated detection, smart merging options, and greater flexibility in handling duplicates, you can finally take control of your CRM data with confidence.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/events-webinars-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener\">Join<\/a> our webinar to see how DeDupeD\u2019s new features can help you maintain clean, accurate records, improve data accuracy, and ensure a unified customer view in your CRM!<\/p>\n<h3 style=\"text-align: center;\"><em><strong>Webinar: Effortless CRM Clean Up \u2013 Auto Detect, Prevent, &amp; Merge CRM Duplicates in Bulk!<\/strong><\/em><\/h3>\n<p><a href=\"https:\/\/www.inogic.com\/events-webinars-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\" wp-image-21217 aligncenter\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/11\/download-e1730354995701.jpg\" alt=\"Register Now\" width=\"242\" height=\"67\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/11\/download-e1730354995701.jpg 416w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/11\/download-e1730354995701-300x83.jpg 300w\" sizes=\"(max-width: 242px) 100vw, 242px\" \/><\/a><\/p>\n<h3 style=\"text-align: center;\"><strong>Date: <em>Wednesday, February 12<sup>th<\/sup>, 2025<\/em><\/strong><\/h3>\n<p style=\"text-align: center;\"><strong>Timings:<\/strong><\/p>\n<h3 style=\"text-align: center;\"><em><strong>4PM AEDT &#8211;<\/strong>\u00a0<a href=\"https:\/\/bit.ly\/4aHOzGk\">https:\/\/bit.ly\/4aHOzGk<\/a><\/em><\/h3>\n<h3 style=\"text-align: center;\"><em><strong>11AM CET &#8211;\u00a0<\/strong><a href=\"https:\/\/bit.ly\/3PQm0Nh\">https:\/\/bit.ly\/3PQm0Nh<\/a><\/em><\/h3>\n<h3 style=\"text-align: center;\"><em><strong>11AM EDT &#8211;\u00a0<\/strong><a href=\"https:\/\/bit.ly\/40A3hKJ\">https:\/\/bit.ly\/40A3hKJ<\/a><\/em><\/h3>\n<p><strong>\u00a0<\/strong><\/p>\n<p><strong>[Note: This webinar will be held in three different time zones; choose the session that fits your schedule.]<\/strong><\/p>\n<h3><strong>Key Highlights of the Webinar:<\/strong><\/h3>\n<ul>\n<li><strong>Phonetic Fuzzy Matching<\/strong> \u2013 No more duplicate records due to minor name variations! Identify and merge similar-sounding names like <strong><em>John Smith<\/em><\/strong> and <strong><em>Jon Smyth<\/em><\/strong> for precise, reliable data.<\/li>\n<li><strong>Phone Number Formatting Flexibility<\/strong> \u2013 Inconsistent phone number formats shouldn\u2019t create duplicate chaos. Spot and merge duplicate records even if their phone numbers are same but stored in different formats.<\/li>\n<li><strong>Relationships Selection<\/strong> \u2013 Take control of related records! Choose exactly which connections to retain when merging, keeping your CRM relationships structured and intact.<\/li>\n<li><strong>Duplicate Exclusion<\/strong> \u2013 Some duplicates need to stay. Whitelist specific records to ensure they\u2019re never flagged in future duplicate scans.<\/li>\n<li><strong>Automated Duplicate Detection<\/strong> \u2013 Stop wasting time on manual checks! Schedule duplicate detection to run daily, weekly, or monthly and catch issues before they snowball.<\/li>\n<li><strong>Auto-Merge<\/strong> \u2013 Let automation do the heavy lifting. Enable Auto-Merge to merge duplicates on the server side based on pre-set rules, seamlessly combining records while keeping critical data intact.<\/li>\n<li><strong>Merge by Field Type<\/strong> \u2013 Not all data is equal. Choose which information to retain on a field-by-field basis for a customized, precise merge process.<\/li>\n<li><strong>Flexible Address Merging<\/strong> \u2013 Keep address data clean and consistent. Define exactly how addresses should merge for Contacts, Accounts, and Leads, ensuring no important details get lost.<\/li>\n<\/ul>\n<p>Ready to automate your CRM data deduplication? <a href=\"https:\/\/www.inogic.com\/events-webinars-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener\">Register now<\/a> for our new DeDupeD webinar!<\/p>\n<p>Intrigued to try the App\u2019s exciting new features yourself? Install it in your CRM for a 15-day free trial from 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\" target=\"_blank\" rel=\"noopener\">website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.dedupe-merge-find-duplicate-dynamics-365-crm?ocid=inogicwebsite_inogic_ddd\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a>.<\/p>\n<p>Want to know more about DeDupeD\u2019s exciting new features? Visit our <a href=\"https:\/\/docs.inogic.com\/deduped\/features\" target=\"_blank\" rel=\"noopener\">documentation<\/a> site.<\/p>\n<p>Want a personalized app demo or have questions? Feel free to reach out to us at <a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a>.<\/p>\n<p>P.S. If you cannot join the webinar? No worries! <a href=\"https:\/\/www.inogic.com\/events-webinars-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener\">Register now<\/a>, and you will receive the recording so you won\u2019t miss any updates.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Duplicate records in Dynamics 365 CRM can create chaos\u2014conflicting customer information, inaccurate reporting, and wasted time manually sorting through redundant data. Misspelled names and inconsistent phone number formats make it nearly impossible to maintain a unified customer view. Even worse, without an automated system in place, detecting and merging duplicates becomes an endless, error-prone task.\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2025\/02\/webinar-auto-detect-prevent-merge-crm-duplicates-in-bulk\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":15,"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":[3108],"class_list":["post-40331","post","type-post","status-publish","format-standard","hentry","category-deduped","tag-merge-crm-duplicates"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/40331","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\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=40331"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/40331\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=40331"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=40331"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=40331"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}