Preventing Duplicates in Dynamics 365

How Can I Prevent Duplicate Data (Records) Entering my Dynamics 365 System?


"One of the biggest challenges my business and users face is duplicate data. Almost every time I look for a customer record in Dynamics 365, I get confronted by multiple entities for that one person. It takes an age to work out which of these records is most up-to-date, time which would be better spent actually selling. I can’t help but think there must be a way of preventing these duplicates from being created in the first place. Please tell me there’s such a solution available for Dynamics 365?"


How Can I Prevent Duplicate Records Entering my Dynamics 365 Sytem?


You’re not alone in this; data duplication is a major problem for MANY companies. And as you’ve alluded to, it’s the creation of duplicates which often results in their lack of data quality. This can happen in several different ways, whether that’s errors made during data entry, or poor consolidation of existing data.

Luckily, with Paribus 365™, you NEVER have to worry about the creation of duplicates. At the point of data entry, Paribus 365™ alerts Dynamics 365 users that they may be about to add a contact that’s already in the CRM system. This allows them to cross-review the record they plan to create with any existing entities and assess whether it is indeed a duplicate. As a data quality firewall, Paribus 365’s Duplicate Prevention feature saves users precious time and maintains a single view of their customers (SCV).

Bonus tip:
CRM users normally enter duplicate data after they’ve searched the system for a customer record but haven’t found it. Therefore, it’s important to consider ways of supporting users by helping them find the data they’re looking for as quickly and easily as possible. One way to do this is to make sure you include clear guidelines and best practices for data entry as part of your wider data governance policy.

Watch the feature walkthrough video for Preventing Duplicates in Dynamics 365 to see this in action.