Скачать или смотреть Webinar: Effortless CRM Clean Up – Auto Detect, Prevent, & Merge Duplicates in Bulk!

Webinar: Effortless CRM Clean Up – Auto Detect, Prevent, & Merge Duplicates in Bulk!

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Описание к видео Webinar: Effortless CRM Clean Up – Auto Detect, Prevent, & Merge Duplicates in Bulk!

Duplicate data can be a hidden challenge, leading to missed opportunities and an incomplete customer view. In this webinar, we showcase how DeDupeD transforms Dynamics 365 CRM into an automated data hygiene powerhouse by detecting, preventing, and merging duplicates effortlessly!

🔍 What You’ll Learn:
✅ Phonetic Fuzzy Matching – Merge similar-sounding names like John Smith and Jon Smyth.
✅ Smart Phone Number Matching – Detect duplicates despite formatting differences.
✅ Customizable Merge Rules – Define how fields and addresses merge.
✅ Automated Duplicate Scanning & Merging – Keep your CRM clean with scheduled scans.
✅ Granular Control – Choose which related records to merge and exclude.

🎯 Say goodbye to duplicate headaches and hello to a cleaner, more efficient CRM!

📌 Watch now and see DeDupeD in action! 💡

Chapters:
00:00 - Introduction
03:21 - Agenda
03:38 - Need for Productivity in CRM
05:03 - Challenges
08:11 - Key Features
08:48 - Live Demo of Features
09:18 - Duplicate Detection
09:31 - Phonetic Fuzzy Matching
09:57 - Duplicate Merging
10:15 - Field Merge
12:07 - Bulk Merge
16:47 - Entity Configuration
18:27 - Duplicate Prevention
20:08 - Address Merge
20:14 - Duplicate Exclusion
22:51 - Scheduling Duplicate Detection
25:11 - Poll
25:59 - FAQS
26:49 - Available For
27:03 - Q&A

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