Customer Engagement & Dynamics CRM Forum

Back to discussions
Expand all | Collapse all

Duplicate Contact Mitigation

  • 1.  Duplicate Contact Mitigation

    GOLD CONTRIBUTOR
    Posted Jan 20, 2021 09:57 AM
    Looking for some creative methods that people use. How do you handle contacts that exist in multiple places that you want to have in the CRM? For instance, a single contact that is in multiple users Outlook contacts, and could also be in other databases as well?

    ------------------------------
    Jordan Visina
    CRM & Information Systems Specialist
    Fargo Jet Center
    ------------------------------


  • 2.  RE: Duplicate Contact Mitigation

    Posted Jan 21, 2021 11:21 AM

    Hi Jordan,
    We have a product called Paribus 365 Search and Detect which allows users to see any matching records for the given Contact record they are on, providing a 360-degree view of the contact. This is especially handy when adding records as it prevents users from adding a duplicate if the Contact already exits.

    While the Outlook Contacts should sync to D365 CE so those should be visible as well, Paribus can be customized to pull from other data sources, if needed.

    I would be glad to discuss further offline if you think it is something that might work for you.



    ------------------------------
    Ryan Pennett
    Sales Manager
    QGate Software Limited
    Mission Viejo CA
    ------------------------------

    Original Message


If you've found this thread useful, dive deeper into User Group community content by role