Scaling on Dynamics 365 CE: When Built-In Deduplication Isn’t Enough, and How Plauti Bridges the Gap
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As organizations grow on Microsoft Dynamics 365 Customer Engagement (CRM), duplicate records evolve from a minor nuisance into a major operational risk. D365 out-of-the-box deduplication can be sufficient at the beginning, but as complexity increases, new data hygiene demands emerge.
This practical session includes a live demo of Plauti Deduplicate inside Dynamics, allowing you to see exactly how it detects, matches, and merges duplicates at scale, thereby closing the gap when built-in features fall short.
What you’ll learn:
- How to recognize the tipping points where default deduplication starts to fall short.
- The hidden costs of duplicate data across sales, service, and analytics.
- The capabilities that matter in a scalable deduplication solution, such as robust matching, configurable rules, automation at scale, and auditability.
- Live demo: configuring matching rules, running a dedupe job across Accounts/Contacts/Leads, resolving conflicts safely, and monitoring outcomes with audit trails.
