Demystifying Duplicate Data Management in Dynamics 365 CE

The majority of CRM systems have duplicate data to one degree or another, that is no mystery! Drawing on years of focusing on this element of CRM data quality, we will look at the cause and effect of this topic (including legislation compliance issues). We will cover how to reduce the risks of adding duplicate data, what processes might you put in place to help reduce it, and how to remove it. Duplicate data management starts with policies and processes, and with a little help from technology, you can deal with this issue, improving user adoption/efficiency and customer satisfaction.   

Takeaways:  

•     Understanding the impact of duplicate data 

•     Best practices to remove and prevent duplicates 

•     Understanding a Unique Record and defining what a unique record is to your organization 

•     Implementing data governance policies