Paribus 365™ Merge versus Microsoft Dynamics 365 Merge

Why Choose Paribus 365™ Data Cleansing?

Paribus 365™ Data Cleansing is suitable if you are looking to resolve an existing problem with duplication within Microsoft Dynamics 365, as it is the bulk cure for CRM duplicates. However, you might ask the question - Why use Paribus 365™ Data Cleansing when Microsoft Dynamics 365 CE has a built-in merge capability? 

Here are a few reasons to justify why:

1. Identifying the duplicates

Knowing you have a problem with duplicates and finding them is a different matter. The exact duplicates may be easy to find in a list view. However, it can be more difficult to find those where the word sequencing varies for example, Bath University, University of Bath,  or a synonym, or ordinal numbers have been used for example, First Planet Services, 1st Planet Services. The intelligent fuzzy matching capabilities within Paribus 365™ Data Cleansing will identify these potential matches.

2. Understanding the scale of the problem

With a free trial of Paribus 365™ Data Cleansing, before any expense is incurred, you can get an idea of how many duplicates your CRM contains. Match Sessions can be run against Accounts, Contacts, and Leads to return a list of potential duplicates. There is no comparable feature available within Microsoft Dynamics 365.

3. Identifying the primary record

The fields shown in the Microsoft Dynamics 365 Merge Record pane cannot be configured. The information columns within Paribus 365™ Data Cleansing are configurable and can be set to aid identification of the primary record, for example, to show the number of associated contacts or show when a record was created/last modified.

4. Merging more than two records at once

With Paribus 365™ Data Cleansing, there is no restriction on the number of records within a group to be merged. With Microsoft Dynamics 365 CE it would be necessary to perform two separate merges if a group of three duplicates were found.

5. Managing merges in bulk

Paribus 365™ Data Cleansing provides a plugin to manage the merge of all the duplicates after you have reviewed the potential list. This will go through all the duplicate groups in turn, contained within one Merge Session. The Microsoft Dynamics 365 CE Merge is a manual operation.

6. Automated field data selection

Using the standard merge rules for Accounts, Contacts, and Leads will automatically make use of the data within all 1:1 fields, whether it originates in the primary or one of the member records. This is a selectable option within Microsoft Dynamics 365 Merge but could be missed.

7. Automated primary record selection

An organization may have a rule that a primary record should be selected. A Provision is made in the Paribus 365™ Data Cleansing’s merge plugin to automatically set the primary record. Some template rules provided are the earliest created or most recently modified.

8. Deactivate or delete

With the Paribus 365™ Data Cleansing’s merge plugin, the option is provided to decide how to deal with the discarded record(s). The Microsoft Dynamics 365 CE Merge built-in tool sets the discarded record to an Inactive State, which means there is an additional task to tidy up and delete old records.

What next?

After resolving the duplication within your CRM system, you will want to prevent it from falling into a poor state again. This is where Paribus 365™ Search and Detect can assist, with its ability to streamline data entry and prevent duplicates in various areas within Dynamics 365. Paribus 365™ Search and Detect also allows users to merge data as they encounter it in the system, improving their efficiency at the same time.