Category Archives: Dynamics CRM

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

Introducing AutoMerge Express

For our first release of 2017, Genbil is adding another piece of functionality to AutoMerge which is called AutoMerge Express. This exciting new piece of functionality works as a short cut to the out of the box merge wizard within Dynamics CRM to merge a duplicate record set of 2 records quickly and easily. When…read more

Dynamics CRM Duplicates & 360-degree view of Customer

As we all know, an organization’s relationships with their customers is paramount to their brand and success. From an enterprise standpoint, many organizations like to apply a 360-degree view of their customer and for them to do so effectively must trust their data to give them accurate representations of those relationships. If that data somehow…read more

Opportunity Costs of Duplicate Dynamics CRM Data

Quality customer data is at the heart of every successful business process and maintaining the integrity of those leads, accounts and contacts has proven for many companies to be one of their most elusive goals. Most organizations understand the value of quality customer data, but they either don’t know how to clean it up and/or…read more

Data: The heart of CRM migrations

CRM migrations take many different forms and whether it be migrating legacy data into a new CRM platform, configuring new integrations, or developing new customizations, data integrity and more specifically duplicate records can become a challenge to get a handle on. Depending on what all is going to go into the migration, the ways in…read more

A better way to clean up duplicate records in Dynamics CRM

If you don’t have anything nice to say about something… goes the saying. What’s your impression of the built-in merge dialog in Dynamics CRM?  If you have merged more than a few duplicates, chances are you have nothing nice to say about it. Generally users describe the out-of-the-box merge process as: “clunky”,  “tedious” and “error-prone”….read more

Hidden Costs of Dirty Data

Everybody knows that having duplicate data or inaccurate data is an annoyance and can drive end users crazy depending on the number of duplicates in a particular system. However having duplicate records in a system is far more critical than just being an annoyance and for CRM this is especially critical. To many organizations place…read more

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