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Make duplicate records a thing of the past using bespoke rules to de-duplicate, merge and standardise multiple records all at once within your Microsoft Dynamics 2016 or Dynamics 365 CRM.

 

 

data8 duplicare™ - What Does It Involve? 

 

 

De-dupe & merge

Identify and merge any number of records at once, storing information in one master record.

 

Full integration

data8 duplicare™ is downloadable from Microsoft Appsource and easily integrates into CRM.

 

Standardise

Ensure your data is stored and formatted correctly.


 

Retain information

Merge details into one master record without losing any previous information.

 

Quick merge

Merge a number of records with just one click.

 

Custom rules

Create custom rules specific to your CRM and implement them in the 'quick merge' feature.
 


data8 duplicare™ - Features

 

 Feature

 Benefit

 Native to Dynamics

 Data security is not compromised

 Fully integrated into CRM  

 No API – data remains in CRM

 Setup help included in the price

 No additional costs

 Multiple record processing once rules have been validated and tested

 Quick and automated removal of duplicates resulting in   reduced time and cost

 Build-your-own matching rules

 Develop your own rules using an easy to use interface   designed around the “Advanced Find” interface, to cater for your exact requirements, and to enable single-click removal of duplicates

 Strong fuzzy logic matching

 Greater capture of duplicates including partially matching   duplicates

 Multi merge of everything tool

 Merge any field and select different contact details from   each record, within Dynamics,  via easy to use UI (based   upon the duplicate merging tool offered by Microsoft)

 Fast multiple record merging

 Based on predefined rules, you can merge any number of   records of any entity with one click

 Easy integration into Microsoft   Dynamic CRM

 Simple integration means minimum setup time and   development costs. Downloadable from Microsoft Appsource,   plus other download route for non-‘on-line’ users

 

 

Now introducing data8 duplicare+

De-duplication plus real-time duplicate prevention

data8 duplicare+ - Features

All of the above features plus...

Feature

Benefit

Real-time advanced duplicate prevention on entry

Reduced requirement for de-dupe runs by preventing creation of multiple

Address standardization

Addresses are formatted and validated automatically

Phone number standardisation

Customisable phone formatting based on preference (international or national formatting)

Auto merge (real-time)

Automatic removal of duplicates

Deduplication/merge of custom entities

Extends beyond the existing account/ contact/ lead/ case entities only

Merging of ‘ghost’ records

Unsaved records can be merged without losing data entry

“Remember this Record”

Locate selected records for future processing

Strong fuzzy logic matching (real-time)

Greater identification of potential duplicates or harmful duplicates

Can be exposed to portals & web forms via API

To enable automatic de-duplication at point of entry; giving a better UX to your customers.

 

 

 

Full Feature List

 

Merging

  • Choose information to keep with a master selection rule

  • Ensure consistency across your database

  • A wide array of fields ensure you won't lose information

  • Multi merge across fields - no telephone numbers in job descriptions

  • Bespoke rules to suit your CRM

  • Merge any number of records manually at once - saving time and effort

  • Merge unsaved entries and avoid losing details


Custom Rule Building

  • Create custom rules to suit your business

  • Easy to understand and implement

  • Navigation and interface

  • Choose real-time or batch implementation

  • Advanced fuzzy matching technology


Advanced Fuzzy Logic

  • Technology goes beyond simple name matches

  • Detect variations in names, email addresses, house addresses and company names

  • Ensure no duplicate is missed

 

 


 

 

 

Resources

 

Watch Data8 duplicare™ in action!