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DeDupeD – Detect, Prevent & Merge Duplicates in Dynamics 365 CRM

About This Solution

DeDupeD is an advanced duplicate data management solution for Microsoft Dynamics 365 CRM and Dataverse. It ensures your CRM remains clean, consistent, and reliable by automatically detecting, preventing, and merging duplicate records across both standard and custom entities, such as Leads, Contacts, and Accounts.

By removing duplicate CRM data, DeDupeD improves data quality, sales efficiency, and customer engagement. Teams gain a unified view of every customer, avoid repetitive outreach, and make faster, more accurate decisions, all without tedious manual checks.

Compatible with Dynamics 365 v9.1+ and Dataverse
Supports both Online and On-Premises deployments

Try it free for 15 days or request a custom demo today!

WebsiteMicrosoft AppSource

Key Features of DeDupeD:

Duplicate Detection
  • On-Demand Search – Instantly detect duplicates in Dynamics 365 CRM from record forms or grids.
  • Scheduled Jobs – Automate detection (daily, weekly, monthly) with email reports.
  • Fuzzy Matching – Identify similar-sounding duplicates like “John Smith” vs. “Jon Smyth”.
  • Multiple Matching Rules – Choose from five flexible matching methods.
  • Advanced Filters – Use FetchXML queries for complex/custom scenarios.
  • Phone Format Matching – Catch duplicates stored in different phone formats.
Duplicate Prevention
  • Real-Time Blocking – Prevent duplicates from being created on both the client & server sides.
  • Whitelist Exceptions – Exclude specific records from duplicate checks.
Duplicate Merging
  • Manual Merge – Merge duplicates directly from the entity form with one click.
  • Bulk Merge & Cleanup – Consolidate duplicates in batches.
  • Auto-Merge Rules – Automatically merge based on predefined logic.
  • Field-Level Merge Control – Append text, sum numbers, or join option sets.
  • Flexible Address Merging – Retain all relevant address details during consolidation.
  • Customizable Merge UI – User-friendly, CRM-native interface.
  • Merge Related Records – Consolidate subordinate/child entity records into master records.

Business Benefits

  • Boost CRM Data Quality – No more junk or redundant records.
  • Improve Sales Productivity – Sales teams focus on real opportunities, not duplicate leads.
  • Enhance Customer Experience – Engage with a single, accurate version of each customer.
  • Save Time & Costs – Reduce manual duplicate checks and cleanup.
  • Enable Confident Decisions – Reliable data drives better insights and reporting.

Who Benefits from DeDupeD?

  • Sales Teams – Work with clean leads and avoid repetitive outreach.
  • Marketing Teams – Ensure accurate targeting lists without duplicate contacts.
  • Customer Service – Access complete, unified customer histories.
  • CRM Admins & Data Managers – Automate detection, cleanup, and prevention with ease.

Integrations & Compatibility

  • Microsoft Dynamics 365 (Sales, Customer Service, Marketing)
  • Microsoft Dataverse
  • Works seamlessly with other Inogic productivity apps

📸 Demo & Trial

Get a 15-Day Free Trial or email us at crm@inogic.com

Why Choose DeDupeD?

Because clean data = better business decisions

As a Dynamics 365 CRM user, you know how frustrating duplicate records can be. DeDupeD takes that burden off your shoulders by keeping your CRM clean and reliable. With accurate data at your fingertips, you spend less time fixing records and more time closing deals, building relationships, and driving business growth.

Business Needs Served

Data Management

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