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Duplicare: Email Address Standardization
data duplicare™ can standardize email addresses to allow better matching in the dedupe+ rules. Several commonly used domains treat emails that appear different to be the same and this can prevent viable matches from being found. The largest example is gmail – where [email protected] is the same mailbox as [email protected], however finding this match is a very difficult task. The email address standardization feature allows this.
Creating an Email Address Field
An Email Address Field row identifies the column that holds an email address and upon save, some background processes will start the standardization.
To get started, go to Email Address Fields and click New. Enter the table name that holds the email address. This should be logical name of the table, e.g. account, contact, lead. As you type a drop-down list will appear to help you out. Once you’ve entered the table name, enter the column name as the logical name of the column within that table that holds the email address. Again, a drop-down list will be shown as you type.
A new column will be created on the table to store a standardised version of the email address. The original email address will be unaffected.
When you save the Email Address Field, the row will show in “Initializing” status and a background job will start extracting all the existing email addresses, standardizing them and re-importing the standardized version back into Dataverse/Dynamics 365. Once this is complete, the status will change to “Active”. At this point, the standardized versions will be used for matching in Dedupe+ Rules.
Technical Details
When the Email Address Field is saved, an additional column will be added to the table. This will have the same display name as the original column but with “(Standardized)” appended to it. This will store the email address in a consistent standardized format. This is used by the Dedupe+ Rules. This column will be removed when the Email Address Field is deleted.