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Tackle Duplicate Dynamics 365 CRM Data with ease this Holiday Season!

Duplicate Dynamics 365 CRM Data

As the festive season approaches, businesses are gearing up for a period of increased activity and heightened data demands. From managing customer interactions and inventory levels to tracking holiday shipments and ensuring timely delivery, businesses rely heavily on their data to navigate the holiday rush. However, the accumulation of data, especially during peak periods, can lead to a host of challenges.

The Data Dilemma

Duplicate Dynamics 365 CRM Data

The Christmas holidays are a time of heightened consumer activity, resulting in a surge of data. This influx of data includes incoming leads from multiple sources, customer interactions, sales transactions, marketing campaign data, and more. While this increase in data is expected, it can also lead to duplicate data.

Duplicate data refers to multiple copies of the same data element that exist within a system or across different systems. The presence of duplicate data in Microsoft Dynamics 365 CRM can have detrimental effects such as:

  1. It can hinder data mining and analysis, as duplicate records obfuscate the true state of business operations.
  2. It can create operational inefficiencies leading to inaccurate decision-making.

Real-World Scenarios

To illustrate the challenges of duplicate data, let’s consider a couple of real-world scenarios faced by businesses during the Christmas holidays:

Scenario 1:

Duplicate Dynamics 365 CRM Data

An online retailer is experiencing a surge in customer traffic during the holiday season. As new customers create accounts and place orders, duplicate customer records are created due to inconsistencies in customer data entry and the lack of data validation processes. The presence of duplicate records leads to confusion in order fulfilment and customer service, resulting in delays and customer dissatisfaction.

Scenario 2:

Duplicate Dynamics 365 CRM Data

A toy manufacturer is struggling to manage its inventory levels during the peak holiday period. Due to the high demand for certain toys, the company is receiving multiple orders for the same items. However, the lack of data integrity and the presence of duplicate orders led to overstocking of some items and understocking of others, resulting in stockouts and missed sales opportunities.

DeDupeD to the Rescue

DeDupeD is a data deduplication solution that efficiently identifies, eliminates, and prevents redundant data, ensuring data accuracy, and easing data management. It works for out-of-the-box as well as custom entities. You can easily detect duplicates within the same entity or across entities, define your own custom detection rules and much more.

Let us see one by one what are the benefits of having DeDupeD within your Microsoft Dynamics 365 CRM.

  1. Real-time duplicate prevention

Prevent duplicate records from entering the CRM system, both on the client side and server side. Whether you are manually entering a record, or records are being created automatically in your CRM through any workflow, no need to worry about duplicates as you can create your own custom duplicate matching rules to prevent them.

Let us say a lead named Alexis Fry already exists in the CRM with the following details –

Duplicate Dynamics 365 CRM Data

Now, whenever someone creates a new record in the CRM, the DeDupeD app will show a pop-up indicating potential duplicate records existing, based on the criteria you have set. The trigger for the pop-up will be either on-change or on-save.

Duplicate Dynamics 365 CRM Data

  1. On-demand duplicate detection

If you are already working on some record, and you have DeDupeD on your system, you will see a form notification indicating that a duplicate for this particular record exists.

Duplicate Dynamics 365 CRM Data

On further clicking on the ‘Show Duplicate’ button, you can find out more information on the duplicates.

Duplicate Dynamics 365 CRM Data

Like this-

Duplicate Dynamics 365 CRM Data

  1. Purge Duplicates in bulk

DeDupeD comes with a windows tool that not only detects all your duplicates, but also allows you to merge them in bulk. No more manually going through each and every record to remove the duplicates. Create your own rules of setting a default master record, and then remove the duplicates.

Duplicate Dynamics 365 CRM Data

DeDupeD is not limited to these features. You can do a lot more. Check all the features out here in our online help manual.

Free Trial

Conclusion

The Christmas holidays bring a surge of data for businesses, often accompanied by duplicate data challenges. DeDupeD emerges as a powerful data hygiene solution, helping businesses optimize storage, enhance data management, and safeguard sensitive information. With DeDupeD, businesses can embrace a data-driven approach to successful and secure Christmas sales.

What next?

Experience the benefits of DeDupeD firsthand by downloading the 15-day free trial from our website or Microsoft Commercial Marketplace AppSource today.

Not sure how a pristine CRM database can help your business? Reach out to our experts at crm@inogic.com. Or you can join our upcoming live webinar!

This post was originally published on this site

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