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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

 

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!