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When a new lead is created, fuzzy deduplication rules should attempt to match it to existing contacts and leads on diminutives of common names according to the language settings (e.g. Bob Smith should link to Robert Smith). The fuzzy matched records should be available to view from the lead itself with a certainty score; allowing users to merge or discount the match from the view. Matches with scores should also be available in a dashboard for data stewards.


Functionality similar to this preview feature in D365 Sales but on name synonyms, rather than misspellings.

https://docs.microsoft.com/en-us/dynamics365/sales/manage-duplicate-leads

STATUS DETAILS
New