How to Clean Dynamics 365 Customer Service Duplicate Records
Duplicate records in Microsoft Dynamics 365 Customer Service can cause issues such as fragmented customer data, misaligned support cases, and inefficient customer service operations. It is important to clean duplicate records to maintain accurate customer information and improve service. Duplicate records can occur due to bulk data imports, manual entries by different users, or integration with other platforms. Managing duplicate data is crucial to avoid poor customer service, inaccurate reporting, and increased operational costs. One solution is to create a custom Dynamics 365 plugin that checks for duplicate records during registration and merges them if necessary. Another tool, Connect Bridge, can help streamline the process of cleaning the database and prevent and merge duplicates.
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