AutoMerge

Intelligently identify & merge duplicate CRM Leads, Accounts & Contacts with AutoMerge for Dynamics CRM

Intelligent

Detect duplicate leads, accounts, and contacts using AutoMerge intelligent matching logic.

Intelligent Duplicate Detection and Automate-able Merging of Leads, Accounts or Contacts in Dynamics 365.

Remove Duplicate Data based on your business rules.

Log in to the AutoMerge Management Portal to submit an analysis request on your Leads, Accounts or Contacts
Our Azure-based service uses advanced fuzzy matching logic to find those elusive duplicates
Take advantage of our default matching rules or customize them to your business needs | Match on any OOB or Custom field | Match on any field in related (N:1/parent) records too!
Fuzzy-matching allows for nicknames, misspellings, phone/address/company name variants, etc…
Cross-field-matching finds duplicate phone / email / street / etc… data across the many fields they may be lurking.
Matched records are ranked within each duplicate set based on customizable rules, so the appropriate record will win the eventual AutoMerge operation | Rank on any OOB/custom field, or from related (N:1/parent) records
A precision % is applied to each duplicate set based on how closely matched the records are.
Resulting duplicate information is written back to your CRM into the fields of our (pre-installed) AutoMerge Solution.
You are notified via email when the analysis process is complete.

You validate the matched sets in duplicate views within your CRM.
Use the applied precision % value to view the high-confidence versus low-confidence matches.
Add your own columns to these duplicate views to compare them across the matched records.

The AutoMerge button (and the plugin it triggers) replaces the built-in merge wizard. AutoMerge will merge sets of any size with a single button click.
AutoMerge performs the merging for you and preserves data from loser to winner
If you like pain, you can still use the built-in merge wizard and work through the tagged duplicates 2×2. 🙂
Log in to AutoMerge Management Portal and automatically merge all duplicates above a certain Precision %

After the Data Quality Report is complete, just tell us when you want the merging to take place and we will set it up and let it run.

Detect Duplicate Leads/Accounts/Contacts using our intelligent matching logic
Augment our matching logic with your specific business rules
Create several sets of match criteria that can even extend to related records
Fuzzy matching eliminates typical data-entry errors
Finds email and phone matches across multiple fields.
Designate merge-winners using your business rules that can extend to related records

We automatically tag the Lead/Account/Contact duplicates for your review
You validate tagged duplicates within CRM before merging occurs
Use our Match Precision field to know how similar the records of the dupe set are you outside your business hours.