Frustrated with duplicate accounts, contacts, or leads in your Microsoft Dynamics 365 system? It happens to the best of organizations - a user is entering accounts, contacts, and lead records and a duplicate is created. Well now there’s a tool that can help you de-dupe your records.
With PowerMerge, Dynamics 365 users can easily select an entity (account, contact, or lead), an associated view and which field(s) the solution should find duplicates from. Depending on entity, it can be a combination of account name, email address, first name and last name.
The solution can then count your duplicates and merge all duplicated records. The merge application merges all duplicate records into one, and allows the user to choose if they'd like to keep the older record, the newer record, or the first one in the list as the parent record. When merging records, fields that are already filled out on the parent record are not overwritten. Only blank fields are populated with the duplicated record information. Once the solution is done merging your records, the duplicates are disabled.
Price is per user, per month. All enabled users are automatically counted – this includes read-only users, admin-only users, and service accounts.
Any Online or on-premise implementation of: