We can provide you with a duplicate record count in just a few hours, as well as advice on the simplest and quickest way to resolve your duplicate challenges
Duplicate customer data is a common challenge for many businesses. In fact, CRM duplicate rates of 10-30% are not unusual in the organisations we regularly deal with.
Duplicate records create issues in correctly communicating with and providing optimum customer service. They can also adversely affect business processes.
Do you know how many duplicates you have in your CRM?
Below are some instructions on running bulk system jobs in Microsoft Dynamics CRM to detect duplicate records. This is the first step in understanding the extent of the duplicate problem.
Alternatively, if your resources are limited and you would like a quick and easy way of detecting duplicates in your Dynamics CRM, we can help you tackle the issue with our DQ for Dynamics™ data management solution.
Within Microsoft Dynamics you can merge duplicate records to create a Single Customer View. This can only be performed on accounts, contacts, or leads.
The out-of-the-box process for merging duplicate records is different depending on whether you have an on-premise or web based CRM. Here are Microsoft’s instructions for D365 duplicate merge and for on-premise Dynamics duplicate merge.
There are a number of situations where the out-of-the-box merging functionality won’t solve the problem. These instances include:
In the same way you can choose to (a) hand wash your clothes (b) send them to a dry cleaner to be washed for you at a premium or (c) using a washing machine and dryer…
You can make similar choices when cleansing your data. You can (a) merge by hand using the Microsoft out-of-the-box functionality, (b) send the data externally for processing or (c) install and use a tool to match, master and merge your CRM data.
DQ for Dynamics™ is like the washing machine and dryer, designed to manage and maintain CRM data quality when the out-of-the-box hand wash solution is just not up to the job.
We often get calls from people using the out-of-the-box functions to merge and detect duplicates and the typical frustrations are that it’s clunky, not user friendly and doesn’t provide a way to report on the duplicates detected and merged.
CRM users and managers want the process to be accurate and usable so that it allows them to access the records quickly and ultimately drives better staff engagement.
DQ for Dynamics™ works right inside Dynamics 365 to make cleaning customer records easier, allowing users to Capture, Cleanse and Consolidate the records in the CRM system to provide a Single Customer View.
