Fixing Duplicate Dynamics 365 CRM Records: The First Step to Smarter Location Intelligence!

For professionals who are using Bing Maps/Azure Maps with Dynamics 365 CRM for Geo-Mapping, you already know how useful it is for visualizing data on maps, planning routes, managing territories, and tracking field reps.

But there’s one hidden problem that can mess everything up—duplicate records in your CRM.

That’s where DeDupeD – a data hygiene app for Dynamics 365 CRM comes to the rescue!

In this blog, we’ll explore how DeDupeD helps Geo Mapping in Dynamics 365 CRM work better, faster, and more accurately by cleaning up duplicate CRM data.

Let’s look at how each feature of DeDupeD improves key functions of Dynamics 365 Mapping.

✅ One Pin, One Customer

Problem: You see two pins plotted on the Dynamics 365 map for the same customer.

Solution: DeDupeD’s Merge Records feature combines duplicate records into one. Now, Maplytics shows only one correct location on the map.

Result: Cleaner map. No confusion.

✅ Auto Scheduling Without Repeats

Problem: Maplytics schedules visits, but what if the same customer is listed twice?

Solution: DeDupeD’s Auto Duplicate Detection clears out the duplicates so that Maplytics doesn’t schedule repeat visits to the same customer.

Result: Clean schedule. No wasted trips.

✅ Smarter Route Planning

Problem: Duplicate stops created while route planning in Dynamics 365 CRM waste time and fuel.

Solution: Rule-Based Matching in DeDupeD finds and removes duplicate locations before Maplytics creates a route.

Result: Shorter routes. Better productivity.

✅ Clear Territory Boundaries

Problem: Duplicate customers show up in more than one territory.

Solution: Scheduled Cleanups in DeDupeD keep the CRM data clean, so Maplytics assigns customers to the right territories with no overlap.

Result: Organized territories. No mix-ups.

✅ Accurate Real-Time Tracking

Problem: Field reps get confused because a customer has multiple incomplete addresses.

Solution: Address Merge in DeDupeD combines all address info into one complete record. Maplytics can now track reps to the right location in real time.

Result: Better navigation. Happier reps.

✅  Real Heat Maps, Not Fluff

Problem: Duplicate data skews heat map results.

Solution: With Review Before Merge, you control what gets merged. Maplytics then uses only clean data to generate accurate heat maps.

Result: Real insights. Trustworthy visuals.

✅ Dashboards That Tell the Truth

Problem: Merging deletes important activity history.

Solution: DeDupeD preserves activities even after merging duplicates. Geo-Analytical dashboards display accurate customer history, visits, and revenue.

Result: Accurate reporting. Confident decisions.

Go-To Chart for Removing Duplicates in Dynamics 365 CRM Maps Integration

To Wrap Up,

DeDupeD isn’t just a duplicate cleaner – it’s a power-up tool for Location Intelligence tools like Maplytics.

By cleaning and merging CRM data smartly, it ensures that every feature of your CRM Maps integration —whether it’s auto-scheduling, routing, or dashboards—delivers reliable and clear results.

If you want your maps to tell the truth and your field teams to work efficiently, DeDupeD and Maplytics make the perfect combo.

Still confused?

Take a 15-day free trial to gain first-hand experience.

For Maplytics: Visit our website or Microsoft AppSource to get started today!

For DeDupeD: Visit our website or Microsoft AppSource to get started today!

Explore our dedicated Dynamics CRM Geo-Mapping Blogs and CRM Deduplication Articles, Client Testimonials, Success Stories, Industry Applications, Geo-Mapping Video Library, and Deduplication Playlist to see how businesses are leveraging Maps integration with hygienic CRM data for their Dynamics 365 / PowerApps / Canvas Apps/ Dataverse.

Have questions or want to book a personalized demo to experience its full potential?

Reach out to our team at crm@inogic.com.

Until then,

Happy Geo-Mapping with Clean CRM Data!

Source link

Leave a Reply

Your email address will not be published. Required fields are marked *