Category Archives: Dynamics 365

Identify and merge Dynamics CRM duplicates quickly

Identify and merge Dynamics CRM duplicates quickly. Deactivate duplicate leads, accounts and contacts with less than 10 minutes of effort using AutoMerge. Let’s learn how to use AutoMerge to identify duplicates in your Dynamics 365 system and once you’ve validated the results, automatically merge all duplicates above a certain match precision threshold. AutoMerge consists of…read more

Clean up duplicates before or after migration to Dynamics 365?

Dynamics 365 is here and many organizations are migrating to it.  One of the more important questions you have to answer is:  “Should we clean up our duplicate records before the migration or after?” Those that have been through the pain of migration would say to clean it up before, because it’s all about user…read more

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