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Duplicare

Advanced fuzzy duplicate detection and multi-record merging

Data8 duplicare™ is an automated de-duplication tool for Microsoft Dynamics 365. It offers real-time advanced duplicate prevention and the ability to merge multiple records, which also has the option to merge all fields too. The tool features a bespoke quick merge feature and also customisable quick merge option to bulk-batch de-duplicate existing records, all within Dynamic 365.

Data8 duplicare™ now also introduces a revolutionary global search feature meaning with a few simple clicks you can enable your rules to perform global searchs and apply all the industry leading fuzzy matching logic and find matching records of any type in a way you've never been able to before.

Data8 duplicare™ runs on the common data service, meaning you can now introduce all advanced duplicate detection and merging across the Power Platform!

  • Real-time advanced duplicate prevention on entry
  • Reduced Requirement for de-dupe runs
  • Multi merge of everything tool
  • Merge any field and select different contact details from each record via easy to use UI (based upon the duplicate merging tool offered by Microsoft)
  • Quick merge tool
  • Based on predefined rules, you can merge any number of records of any entity with one click
  • Global Search
  • Run your rules as a global search and find any existing matching record in your organization
  • Fully integrated on the CDS
  • No API development required
  • Easy integration into Microsoft Dynamic CRM or any other Power Platform app
  • Simple integration
  • Native to Dynamics
  • Simple user adoption without jarring switch to a second application
  • Build-your-own matching rules
  • Choose your own rules using an easy to use interface designed around the “Advanced Find” interface
  • Batch processing once rules have been validated and tested
  • Quick and automatic removal of duplicates
  • Deduplication/merge of custom entities
  • Extends beyond the existing account/ contact/ lead/ case entities only
  • Merging of ‘ghost’ (unsaved) records
  • Unsaved records can be merged without losing data entry
  • Address standardization
  • Addresses are formatted and validated automatically
  • Phone number formatting
  • Customizable phone formatting based on preference (international or national formatting)
  • Strong fuzzy logic matching
  • Greater capture of duplicates
Dynamics Duplicare

Getting Started

Select a method of installation. AppSource should always be the preferred method of installation, however you can choose to install the solution manually by contacting us for the manual installation zip file.

Manual Installation Help

Having downloaded your file, you can now upload it to your Dynamics instance. If you aren't sure, see the guide below for screenshots and help on how to achieve this.

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