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Q-Team SolutionsPaid
UDS Merge Tool
by UDS SYSTEMS LLCMicrosoft 365Paid
Combines duplicate records and selected field values within Microsoft Dynamics 365.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYCustomer Service
UPDATED ON MARKETPLACE
What it does
Combines multiple records from standard or custom entities in Microsoft Dynamics 365. A target record is chosen, then selected values from other records are brought into it. Searches can use new criteria or saved criteria. Source records may be deleted or left deactivated, and one operation can cover several records.
Key capabilities
from the Microsoft Marketplace listingRecord consolidation
Combines multiple records associated with standard or custom entities in Microsoft Dynamics 365.
Target selection
Allows a target record to be chosen for the merge operation.
Field combination
Brings selected values from other records into the chosen target.
Saved searches
Accepts either newly entered search criteria or criteria saved earlier.
Source record removal
Provides an option to delete source records rather than only deactivate them.
Multi-record processing
Applies one selected operation across several records.
In the catalog
39 plugins in Dynamics 365 · Customer Service
Price distribution: 1 free, 1 freemium, 34 paid, 3 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Dynamics 365
Deployment
Cloud
Pricing
Paid
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What the vendor says
«The UDS Merge Tool is a powerful solution that allows you to merge an unlimited number of records among system and custom entities in Microsoft Dynamics 365, giving you easy control over your data and avoid duplication by joining similar records. This tool provides a flexible list of actions you can perform with the …»