Have you ever opened your CRM and wondered if your customer secretly cloned themselves?
- One “John Smith” with an email,
- another “Jon Smith” with a phone number, and
- a mysterious “J. Smith” tied to an account
Suddenly, your CRM feels more like a guessing game than a business tool.
You’re not alone. According to Experian,
- 91% of companies struggle with duplicate data, and
- Gartner estimates that bad data costs organizations an average of $12.9 million every year.
- Studies even show that duplicates can slash productivity by up to 20%.
Duplicate records confuse sales reps, frustrate marketing teams, and leave service agents unsure which record tells the real story. The result?
Slower deals, lost trust, and missed opportunities!
That’s why Inogic’s DeDupeD was built: to stop the chaos before it spirals.
It helps you quickly find, merge, and clean duplicate records, giving your CRM the makeover it deserves. It offers a single, accurate customer view that fuels better sales, smarter marketing, and seamless customer service.
Let’s walk you through a standout feature of DeDupeD and explain how it solves real-world CRM challenges:
Merge Duplicate Records in Dynamics 365 CRM
- Field Merge Options
- Address Merge Criteria
- Bulk Duplicate Merging
Merge Duplicate Records
Duplicate records are a headache for any CRM user. The ‘Merge’ option enables you to select the correct master record while merging all critical details from the duplicates into a single, accurate profile. This not only eliminates confusion but also ensures your team has a single, reliable source of truth.
A financial services firm in Notting Hill noticed that multiple agents were entering leads into their CRM after trade shows. As a result, they had five records for the same prospective client, each with partial details.
Using DeDupeD, they merged the records into one comprehensive profile. The client’s communication history, preferences, and contact details were all consolidated, giving sales reps a complete view and avoiding awkward repeated outreach.
Field Merge Options
Not all data is created equal, and not every field should be treated the same when merging records. Sometimes you want the most common value, other times you may want to sum numerical fields or combine text inputs. DeDupeD offers flexible field merge options for Dynamics 365 CRM users, ensuring you don’t lose critical information while cleaning duplicates.
DeDupeD gives you full control over how fields are handled. For example:
Most Common Value: Useful for details like “Industry” or “Region” where the most frequently used option is likely correct.
Summation: Perfect for numerical data such as total revenue or number of employees.
Text Combination: Handy when multiple reps have added notes in different records.
This flexibility ensures you don’t lose critical information while still keeping data clean.
A popular apparel retail chain in Berkley had duplicate records for a customer who shopped across multiple locations. One record had loyalty points, another had purchase history, and another had notes about preferences.
Instead of choosing one and losing data, DeDupeD allowed them to merge fields by summing loyalty points, combining textual preference notes, and keeping the correct purchase data intact, creating a single rich customer profile in Dynamics 365 CRM.
Address Merge Criteria
Addresses are tricky as customers move, businesses open new offices, and sometimes addresses are entered inconsistently. Duplicate records often contain different addresses, which can lead to missed deliveries, service delays, or confusion about which location is active.
DeDupeD solves this with Address Merge Criteria. You can define rules that determine how addresses are handled during a merge.
Whether you want to
- Keep the most recent
- Combine multiple valid addresses
- Prioritize specific fields
DeDupeD ensures no important location detail is lost.
A healthcare provider in Arizona managed multiple patient addresses in its CRM, i.e., home address, emergency contact address, and temporary relocation addresses. Duplicate records often mixed these up. With DeDupeD, they set criteria to always keep the primary home address while retaining other addresses as secondary references. This streamlined scheduling for home visits and reduced confusion for field staff.
Bulk Duplicate Merging
When duplicates build up over the years, cleaning them one by one is impractical. DeDupeD tackles this challenge with Bulk Duplicate Merging. You can identify and merge thousands of duplicates in one go. Thus, it saves countless hours and restores CRM consistency. The process is designed to protect your data integrity, ensuring no critical information is lost while removing mass redundancy.
An IT services company from Nashville migrated from an older CRM to Dynamics 365. The migration brought in thousands of duplicate contacts and accounts. Instead of spending weeks manually merging, they used DeDupeD’s bulk merge feature. Within hours, the CRM was clean, consistent, and ready to support their sales and support teams.
Why clean data matters in Dynamics 365 CRM?
If you are still confused, a clean CRM isn’t just about neat records; it directly impacts business outcomes. By proactively managing duplicates, businesses save time, improve customer trust, and increase overall ROI from their CRM investments.
How the features of DeDupeD stand out
Many tools promise to manage duplicates, but DeDupeD stands out because it-
- Keeps control in your hands with flexible field merge options.
- Handles complexity like multiple addresses without losing important details.
- Scales easily with bulk merging for thousands of records.
- Ensures accuracy by consolidating duplicates into a single, reliable profile.
Whether you’re a small business cleaning up a few hundred records or a large enterprise tackling years of duplicate build-up, DeDupeD provides the tools to make the process smooth and effective.
FAQs: Merge Duplicate Data in Dynamics 365 CRM
How can I remove duplicate data in Dynamics 365 CRM?
You can use DeDupeD’s Merge and Bulk Merge features to identify, merge, and clean duplicate records in a few clicks.
Does DeDupeD support bulk merging of duplicates in Dynamics 365 CRM?
Yes. The Bulk Merge feature helps manage thousands of duplicate records at once, saving significant time.
Can I control which fields get merged in Dynamics 365 CRM?
Yes. With Field Merge Options, you can choose whether to keep the most common value, sum numbers, or combine text fields.
To sum up
Your CRM is the heart of your business operations. But if it’s filled with duplicate records, its effectiveness is compromised. DeDupeD ensures your CRM data stays clean, accurate, and actionable, and helps your teams work smarter, not harder.
What’s More?
Want to try DeDupeD firsthand? Get a 15-day free trial directly from our website or Microsoft Appsource.
Prefer a guided walkthrough? Book a personalized demo and watch the difference unfold in real time.
Have questions? Reach out to us at crm@inogic.com – we’re always happy to help.
The post What’s the Best Way to Merge and Clean Duplicate Records in Dynamics 365? appeared first on CRM Software Blog | Dynamics 365.
